Wesley
O'Neil
Revisor Wealth Management LLC
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About this Advisor
Wesley O'Neil is a financial advisor based in Solon, Ohio who has 1 year of relevant experience. O'Neil works at Revisor Wealth Management LLC. During their career, O'Neil has held roles at Vocational Guidance Services, Pickle Bills, Hibachi Steakhouse, Riverside High School, Lakeland Community College, Cleveland State University and Lrj Wealth Management LLC. O'Neil maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Ohio. Revisor Wealth Management LLC is an advisory firm that has its headquarters in Solon, OH. It has offices in two locations and a total of seven financial advisors. It administers $921 million in total assets among its 2,705 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 2,705 accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which service is offered. However, fees charged by Revisor Wealth Management LLC most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Revisor Wealth Management LLC Brokerage Details
$920,567,754
7
2,705
$340,321
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
Wesley O'Neil Work History
Wesley has been registered as a financial advisor for 1 years.*
Lrj Wealth Management LLC
Cleveland State University
Lakeland Community College
Vocational Guidance Services
Pickle Bills
Hibachi Steakhouse
Riverside High School
*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 Wesley O'Neil 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 Revisor Wealth Management LLC
Solon, OH
Solon, OH
Solon, OH
Solon, OH
Solon, OH
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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