Revolve Wealth Partners offers a variety of advisory services, which include financial planning, consulting, and investment management services. Prior to Revolve Wealth Partners rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with Revolve Wealth Partners setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Revolve Wealth Partners has been registered as an investment adviser since April 2017 and is wholly owned by Daniel L. Katz and Michael S. Israel. As of April 2024, Revolve Wealth Partners had $ 1,039,771,891 of assets under management, $ 1,039,771,891 of which was managed on a discretionary basis and $ 0.00 of which was managed on a non-discretionary basis. As of April 2024, Revolve Wealth Partners had $25,242,224 assets under advisement. While this brochure generally describes the business of Revolve Wealth Partners, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on Revolve Wealth Partners’ behalf and is subject to the Firm’s supervision or control. Financial Planning and Consulting Services Revolve Wealth Partners offers clients a broad range of financial planning and consulting services, which may include any or all of the following functions:
• Business Planning
• Cash Flow Forecasting
• Trust and Estate Planning
• Financial Reporting
• Investment Consulting
• Insurance Planning
• Retirement Planning
• Risk Management
• Charitable Giving
• Distribution Planning
• Tax Planning
• Manager Due Diligence While each of these services is available on a stand-alone basis, certain of them may also be rendered in conjunction with investment portfolio management as part of a comprehensive wealth management engagement (described in more detail below). In performing these services, Revolve Wealth Partners is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. Revolve Wealth Partners may recommend clients engage the Firm for additional related services, its Supervised Persons in their individual capacities as insurance agents and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists for the Firm to recommend that clients engage Revolve Wealth Partners or its affiliates to provide (or continue to provide) additional services for compensation, including investment management services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Revolve Wealth Partners under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising Revolve Wealth Partners’ recommendations and/or services. Investment and Wealth Management Services Revolve Wealth Partners manages client investment portfolios on a discretionary or non-discretionary basis. In addition, Revolve Wealth Partners can be engaged to provide clients with wealth management services which includes a broad range of comprehensive financial planning and consulting services as well as discretionary and/or non-discretionary management of investment portfolios. Revolve Wealth Partners primarily allocates client assets among various mutual funds, exchange-traded funds (“ETFs”), individual debt and equity securities, and independent investment managers (“Independent Managers”) in accordance with their stated investment objectives. In addition, Revolve Wealth Partners also recommends that certain eligible clients invest in privately placed securities (including investments in private funds such as real estate funds, hedge funds, and private equity funds). Securities in these private placements are typically offered pursuant to Regulation D under the Securities Act of 1933, as amended. Participation as an investor in these private placements is typically restricted to investors that are both "qualified clients" as defined in Rule 205-3(d) under the Advisers Act and “accredited investors” as defined in Rule 501(a) of the Securities Act of 1933, as amended. Investments in these private placements often involves a significant degree of risk. All relevant information, terms and conditions relative to the Private Funds, including information relating to suitability, risk factors, and potential conflicts of interest, are typically set forth in a Confidential Private Offering Memorandum, Limited Partnership Agreement or limited liability company operating agreement, and/or Subscription Agreement (collectively, the “Offering Documents”), which each investor is typically required to receive and/or execute prior to being accepted as an investor. Persons involved with these private placement investments may be clients of the Firm or have other relationships with the Firm and its principals. As such, the Firm has an incentive to recommend such investments to its clients. Additionally, in certain circumstances, sponsors of such private placement investments may pay for costs incurred by the Firm in conducting due diligence on such investments and their sponsors. As a result, a conflict of interest exists as the Firm has an incentive to recommend to its clients those investments where the sponsors bear some or all such due diligence expenses. Where appropriate,

the Firm may also provide advice about any type of legacy position or other investment held in client portfolios, but clients should not assume that these assets are being continuously monitored or otherwise advised on by the Firm unless specifically agreed upon. Clients may engage Revolve Wealth Partners to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, Revolve Wealth Partners directs or recommends the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company or the custodian designated by the product’s provider. Revolve Wealth Partners tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. Revolve Wealth Partners consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify Revolve Wealth Partners if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients may impose reasonable restrictions or mandates on the management of their accounts if Revolve Wealth Partners determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm’s management efforts. Retirement Plan Consulting Services Revolve Wealth Partners provides various consulting services to qualified employee benefit plans and their fiduciaries. This suite of institutional services is designed to assist plan sponsors in structuring, managing and optimizing their corporate retirement plans. Each engagement is individually negotiated and customized, and may include any or all of the following services:
• Plan Design and Strategy
• Plan Review and Evaluation
• Executive Planning & Benefits
• Investment Selection
• Plan Fee and Cost Analysis
• Plan Committee Consultation
• Fiduciary and Compliance
• Participant Education As disclosed in the Advisory Agreement, certain of the foregoing services are provided by Revolve Wealth Partners as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2), each plan sponsor is provided with a written description of Revolve Wealth Partners’ fiduciary status, the specific services to be rendered and all direct and indirect compensation the Firm reasonably expects under the engagement. Use of Independent Managers As mentioned above, Revolve Wealth Partners may select certain Independent Managers to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager may be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Revolve Wealth Partners evaluates a variety of information about Independent Managers, which may include the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks to assess the Independent Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Revolve Wealth Partners also takes into consideration each Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. Revolve Wealth Partners continues to provide services relative to the discretionary or non-discretionary selection of the Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. Revolve Wealth Partners seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. The Independent Managers' fees will be in addition to the fees charged by the Firm. The Firm will not share in any of those fees. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest.