Overview
Assets Under Management: $110 million
Headquarters: NEWTON, MA
High-Net-Worth Clients: 39
Average Client Assets: $2.3 million
Frequently Asked Questions
RENAISSANCE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300007), RENAISSANCE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
RENAISSANCE WEALTH ADVISORS, LLC is headquartered in NEWTON, MA.
RENAISSANCE WEALTH ADVISORS, LLC serves 39 high-net-worth clients according to their SEC filing dated April 15, 2026. View client details ↓
According to their SEC Form ADV, RENAISSANCE WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RENAISSANCE WEALTH ADVISORS, LLC manages $110 million in client assets according to their SEC filing dated April 15, 2026.
According to their SEC Form ADV, RENAISSANCE WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.41%
Average Client Assets: $2.3 million
Total Client Accounts: 459
Discretionary Accounts: 331
Non-Discretionary Accounts: 128
Regulatory Filings
CRD Number: 300007
Filing ID: 2095141
Last Filing Date: 2026-04-15 15:11:22