THE RENN WEALTH MANAGEMENT GROUP, INC.

Overview

The Renn Wealth Management Group, Inc. is an independent registered investment adviser that operates as a hybrid wealth manager and capital allocator for individual and family clients. The firm is SEC-registered and structured as a corporation owned by an individual principal. Its advisory practice blends comprehensive financial planning with discretionary portfolio management for individuals and small businesses, and it also offers pension consulting and the selection of outside advisers when clients need third‑party manager access. The Renn Wealth Management Group, Inc. maintains business relationships as a registered representative of a broker‑dealer and as an insurance broker, and it charges a mix of fees that include a percentage of assets under management as well as hourly and fixed fees. Investment posture is centered on publicly listed vehicles and professionally managed accounts, with a material allocation to mutual funds and separately managed accounts. The firm is not an active ESG investor and does not present itself as a multi‑state adviser. As a capital allocator, it makes use of external alternative managers where appropriate rather than relying solely on in‑house alternative strategies.

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Public Holdings

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Location & Offices