Renaissance Wealth Advisors, LLC
Firm details
- Headquarters
- Auburndale, Massachusetts
- CRD number
- 300007
- Registered since
- March 30, 2026
- Website
- www.rw-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.41%
- Individuals17.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Renaissance Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2026. The firm focuses on serving individuals and families, delivering financial planning and portfolio management for both individual investors and small-business owners. Its client billing combines percentage-of-AUM fees with fixed-fee engagements. Renaissance does not present itself as a capital allocator and does not market pension-consulting or multi-state advisory services; it is not an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Lauris Lambergs
Co Founder and Chief Investment OfficerCRD 4001420
Jonathan Loer
Co-Founder and Chief Planning OfficerCRD 2725999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Auburndale, MA
Middlesex
Location
Auburndale, MA
Headquartered in Auburndale, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 275 Grove St
- Time zone
- ET (UTC-5)
- Office locations
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