SourcingSourcing

REVALUE LLC

C39
CRD 165499·SEC 801-132390·GRAND RAPIDS, MI
AUM
$128.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$386K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REVALUE LLC
CRD
165499
SEC file #
801-132390
EIN
—
DBA names
—

Economics

AUM
$128.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$103.9M → $128.5M▲ +24%
Client mix
Individuals High Net Worth152
Individuals Other102

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
5 advisors → 4 advisors▼ -20%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
youtube.com/channel/uclwj0rmjnwkb9hwcm4nt8va

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RECONSIDER LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
RECONSIDER LLC
DAVIS, ERIC, NATHAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:revalue.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
623
Form 5500 Compensation Trajectory 3y
2025623
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
623
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
ERIC NATHAN DAVIS
Direct Owner · 17.5%
5677052
BARBASH, ANGELA, LOUISE
IAR · Executive Officer · 2.5%
4710269
HOEXUM, MICHELLE, M
IAR · Executive Officer · 2.5%
5421343
BALLIET, CLARA, JUNE
Executive Officer · 2.5%
6311202
Jane Bunch
IAR
7719098
Rebecca Blumenshine
IAR
7897807