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Pavan V. Muzumdar

REVALUE LLC
YPSILANTI, MI 48197
Some features on this profile are disabled
CRD#: 6162165
PM

Professional summary


Pavan Vidyadhar Muzumdar is a registered financial advisor currently at REVALUE LLC located in Ypsilanti, Michigan.

Pavan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Pavan has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Since 02/2011, serves as Managing Director and Founder of PCS Insight, LLC, a business consulting firm based in Clawson, MI. This role is non-investment related and requires approximately 5 hours quarterly, providing iCube training and consulting to client organizations. (2) Since 01/2008, serves as Managing Director and Founder of Pieris Capital, LLC, a business consulting firm based in Bloomfield Hills, MI. This role is non-investment related and requires approximately 5 hours quarterly, offering general business strategy and execution advice to leadership teams of companies. (3) Since 08/2016, serves as Chief Operating Officer at Automation Alley, a non-profit membership organization based in Troy, MI. This non-investment-related role comprises the majority of professional time and involves overseeing internal operations to support the execution of the organization's long-term strategy. (4) Since 02/2021, serves as Chief Executive Officer at Project DIAMOnD, Inc., an additive manufacturing technology company and subsidiary of Automation Alley, based in Troy, MI. This non-investment-related role also comprises the majority of professional time and focuses on leading strategy and developing a long-term roadmap for scalability and sustainability.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Pavan Vidyadhar Muzumdar's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 30, 2013 - Present

REVALUE LLC

Office #1: 215 W. Michigan Ave, Ypsilanti, MI 48197
RIA
CRD#: 165499
YPSILANTI, MI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RL
REVALUE LLC
RECONSIDER | REVALUE, INC. | REVALUE MICHIGAN LLC | REVALUE LLC

CRD#: 165499 / SEC#: 801-132390

RIA
Registered Investment Advisory firm - (4/15/2025 Approved)
California
Registered Investment Advisory firm - (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/1/2025 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(5/30/2013)

Exams


Current Firm


RL
REVALUE LLC
RECONSIDER | REVALUE, INC. | REVALUE MICHIGAN LLC | REVALUE LLC

CRD#: 165499 / SEC#: 801-132390

RIA
Registered Investment Advisory firm - (4/15/2025 Approved)
California
Registered Investment Advisory firm - (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/1/2025 Terminated)
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Contact information


Main Address
4337 E. Grand River Ave #299, Howell, MI 48843
Mailing Address
Phone number
(888) 642-2728
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANGELA BARBASH PART 2B SUPPLEMENT (3/12/2025)

Regulatory assets under management


Total Number of Accounts400
AUM (Assets Under Management)$ 103,938,905

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REVALUE LLC

CRD#: 165499Ypsilanti, MI 48197

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