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RENEW FAMILY WEALTH
RENEW FAMILY WEALTH LLC
CRD 298618
1 S. COASTAL WAY, UNIT 104, JUPITER, FL, 33477, United States
Phone
(561) 406-2146
Fax
(561) 828-2732
Registration
— (—)
Source
State registered
Total AUM
$105.4M
Discretionary AUM
$104.2M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF PLAN ASSETS/ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $13.4M |
| High net worth individuals | 18 | $83.8M |
| Pension/profit sharing plans | 2 | $6.9M |
| Charitable organizations | 3 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD