Revisor Wealth Management LLC has recently submitted its 13F-HR report, disclosing a total asset value exceeding $404 million as of September 30, 2026. This filing is crucial as it provides insights into the firm's investment strategies and portfolio allocations, reflecting its position in the wealth management industry.
Revisor Wealth Management, based in Akron, Ohio, operates under the Central Index Key (CIK) 0001887409. The firm specializes in managing wealth for clients and has been active in filing reports with the SEC. This latest filing, dated October 20, 2026, follows a series of reports, including previous 13F-HR submissions earlier in the year.
Background
Founded in Ohio, Revisor Wealth Management LLC focuses on providing investment management services. The firm was previously known as LRJ Wealth Management LLC until it changed its name on October 8, 2021. The company is categorized under the SEC as an "other" entity type and has been filing reports consistently to maintain transparency with its clients and stakeholders.
What the Filing Says
The recent 13F-HR filing indicates that Revisor Wealth Management has a total of 361 individual positions, with a cumulative value of $404,063,579. This report provides a detailed overview of the firm's holdings, showcasing its investment discretion and voting authority over the assets managed.
Impact
This filing may significantly impact various stakeholders, including clients, investors, and competitors in the wealth management space. By revealing its investment strategies and asset allocations, Revisor Wealth Management provides valuable insights that can influence client decisions and competitive positioning within the industry.
What's Next
The filing does not specify what happens next for Revisor Wealth Management. However, it is expected that the firm will continue to adapt its investment strategies in response to market conditions and client needs.