The Renn Wealth Management Group, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$152M
Discretionary
$100M
66% of AUM
Avg account
$663K
Accounts
229
Employees
4
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
117500
Registered since
September 10, 2021
Custodians
RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI92.66%
  • Individuals7.34%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Renn Wealth Management Group, Inc. is an independent, SEC-registered wealth advisory firm that began registration in 2021 and is owned by an individual principal. The firm focuses on families and individual clients, offering a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and other fee types. It operates as a capital allocator, placing client assets with third-party managers when appropriate, and also maintains broker-dealer registration and insurance brokerage activity. Advisory services listed on the firm’s Form ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not identified as an active ESG investor, and it is not marked as a multi-state adviser in the snapshot data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Exchange Traded Equities 30%, Other 9%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 4%, US Government Bonds 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Non-Investment Grade Corp Bonds 1%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities30%
  • Other9%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds4%

Contacts

2 of 2
  • Patrick Renn

    Patrick Renn

    PresidentCRD 374144

  • Kathryn Edmunds

    Kathryn Edmunds

    Vice PresidentCRD 2781241

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3205 Paces Ferry Pl Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth