Renew Family Wealth

RIASEC Registered

Total AUM

$105M

Discretionary

$104M

99% of AUM

Avg account

$643K

Accounts

164

Employees

Advisory reps

Firm details

Headquarters: Jupiter, Florida
CRD number: 298618
Website: www.renewfamily.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI79.55%
Individuals12.75%
Pension & Profit Sharing Plans6.55%
Charitable Organizations1.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Renew Family Wealth is an independent, privately held RIA organized as an LLC that serves both individual/family and institutional clients. The firm functions as a capital allocator and also performs manager selection, indicating a mixed model of direct portfolio management and outsourcing to third‑party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Renew Family Wealth bills using a mix of fee arrangements — percentage of AUM, hourly, fixed fees and other structures — and identifies itself as an active ESG investor. The firm lists an insurance company among its industry affiliations.