Amy
Brackett

Revolve Wealth Partners, LLC

CRD#4214852
Investment Advisor
in Hackensack, NJ

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About this Advisor

Amy Brackett is a chartered financial analyst operating out of Hackensack, New Jersey with a total of 2 years of industry experience. Brackett is on the advisory team at Revolve Wealth Partners, LLC. Over the course of their career, Brackett has held roles at Revolve Wealth Partners, LLC, Revolve Wealth Partners and Klingenstein Fields Advisors. Brackett is registered to work in New Jersey. Revolve Wealth Partners, LLC is an advisory business based in Hackensack, NJ. The firm has a total of 17 employees. It oversees $657 million in assets across its 2,731 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,731 customer accounts, 26% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on the financial services offered. However, fee types charged by Revolve Wealth Partners, LLC likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

411 Hackensack Avenue Suite 1005
Hackensack, NJ 07601

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Revolve Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$657,302,462

NJ Average: $10,121,009,343
Total Number of Employees

17

NJ Average: 92
Total Number of Accounts

2,731

NJ Average: 6,978
Average Account Size

$240,682

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Amy Brackett Work History

Amy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Revolve Wealth Partners, LLC

2021 - 2021 (< 1 year)

Revolve Wealth Partners

2007 - 2021 (14 years)

Klingenstein Fields Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amy Brackett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Revolve Wealth Partners, LLC

John Tevnan
Hackensack, NJ
Daniel Kimeldorf
Hackensack, NJ
Jake Steinberg
Hackensack, NJ
Logan Trenz
Hackensack, NJ
Daniel Katz
Hackensack, NJ
Michael Israel
Hackensack, NJ
Joshua Joffe
Hackensack, NJ
Amy Brackett
Hackensack, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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