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RENAISSANCE WEALTH MANAGEMENT, LLC
CRD 174693
4510 BATH PIKE, SUITE 200, BETHLEHEM, PA, 18017-2466, United States
Phone
610-865-0512
Fax
888-578-3110
Registration
— (—)
Source
State registered
Total AUM
$49.1M
Discretionary AUM
$49.1M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $27.6M |
| High net worth individuals | 7 | $21.3M |
| Charitable organizations | 1 | $229K |
All web addresses on file
Official SEC filing: View on IAPD