WEALTH RENOVATORS, LLC

Overview

Wealth Renovators, LLC is an independent Registered Investment Adviser organized as an LLC that concentrates on serving individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and educational services with insurance brokerage capabilities. Its advisory offering includes selecting other advisers on behalf of clients, which aligns with its role as a capital allocator — directing client capital to third-party managers and funds when appropriate. Investment activity skews toward outsourced manager relationships and pooled strategies rather than in-house public equity trading. The firm reports no focus on ESG investing and is not designated as a multi-state adviser. Fee arrangements include percentage-of-assets, hourly charges and other fee types, giving them flexibility to work with clients on both ongoing AUM-based engagement models and project or planning engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices