The Renn Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 3, 2026, reports $152M in regulatory assets under management, 4 employees, and 229 accounts.
Assets Under Management
$152M
Employees
4
Offices
--
Total Clients
74
Primary office
ATLANTA, GA
3205 PACES FERRY PLACE, NW, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.9% of total clients.
Top client categories% of clientsClients
1
HNWI
64.9%
48
2
Individuals
35.1%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of February 3, 2026
Discretionary65.9%
$100M
66% of total RAUM65.9%
Non-discretionary34.1%
$52M
34% of total RAUM34.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$152M
Total Accounts229
10Y AUM Change+$38M (+33.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.