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Adam Douglas Clark

Revisor Wealth Management LLC

Akron, OH

CRD 7726818

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Employer firm

Revisor Wealth Management LLC CRD 169814

$2.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Revisor Wealth Management Llc

2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-21
  • OH RA
    APPROVED
    Since 2023-06-21

Branch Locations

2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lrj Wealth Management Llc Solon OH 02/2023 Present
Revisor Cleveland OH 02/2023 Present
Self-Employed Cincinnati OH 04/2013 02/2023
  • 02/2023 → Present
    Lrj Wealth Management Llc
    Solon, OH
  • 02/2023 → Present
    Revisor
    Cleveland, OH
  • 04/2013 → 02/2023
    Self-Employed
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-13
  • S65 Uniform Investment Adviser Law Examination
    2023-06-13
Other Names
  • Adam D Clark

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

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