Revalue Llc
- Regulatory AUM
- $129M
- Discretionary
- $129M
- Clients
- 254
- Avg AUM / client
- $506K
- Accounts
- 501
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $25.5M | 19.8% |
| High net worth individuals | 152 | $68.4M | 53.2% |
| Charitable organizations | Fewer than 5 clients | $34.7M | 27.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Choice Pooled Employer Plan Iii Administrative Group, Llc Dba Transamerica Fiduciary Services | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angela Louise Barbash | Registered representative | Feb 2026 (0y) | ||
| Jane Bunch | Registered representative | Feb 2026 (0y) | ||
| Michelle M Hoexum | Registered representative | Feb 2026 (0y) | ||
| Rebecca Blumenshine | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Choice Pooled Employer Plan Iii | Administrative Group, Llc Dba Transamerica Fiduciary Services | 2,783 | $53.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Sei Investments Distribution Co. $103M (80% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗