Kyle Douglas Patterson
Investment adviser representative at Revisor Wealth Management LLC
15 yearsExperience
2 statesRegistered in
$2.5BFirm assets
5 yearsFirm in business
Are you Kyle Douglas Patterson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Independence Capital Co.Mar 2020 to now
- Revisor Wealth Management, LLCNov 2019 to now
- Northcoast ResearchJun 2017 to Mar 2020
- Baldwin Wallace UniversityAug 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Revisor Wealth Management LLC
$2.5BAssets managed
3,132Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6099035
- Firm CRD
- 169814