Revolut Wealth Inc.
- Regulatory AUM
- $5.5M
- Discretionary
- $5.5M
- Clients
- 8,441
- Avg AUM / client
- $654
- Accounts
- 8,441
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,441 | $5.5M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Storonsky, Nikolay | Ceo | Jul 2015 (11y) | ≈ 14.06% – 50% via Revolut Group Holdings Ltd. | |
| Callahan, Jack, William | Chief Executive Officer | Aug 2022 (4y) | Less than 5% | |
| London Berke, Mara, Anne | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Revolut Holdings Us Inc | Managing Member | Nov 2019 | A | 75% or more |
| Revolut Group Holdings Ltd. | Sole Stockholder | Jul 2020 | B | ≈ 56.25% – 100% via Revolut Holdings Us Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Storonsky, Nikolay: 25% – 50% of Revolut Group Holdings Ltd. × 75% – 100% of Revolut Holdings Us Inc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Revolut Group Holdings Ltd.: 75% – 100% of Revolut Holdings Us Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 1.31 MB | 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Drivewealth, Llc $5.5M (100% of AUM) Feb 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: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗