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RENAISSANCE WEALTH ADVISORS, LLC

CRD 300007 · SEC 801-135725

Visit website

275 GROVE STREET, SUITE 2-400, NEWTON, MA, 02466, United States

Phone

(617) 663-5595

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$109.9M

Discretionary AUM

$76.7M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals54$19.3M
High net worth individuals39$90.6M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD