Renaissance Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newton, MA. Its latest Form ADV filing, dated April 15, 2026, reports $110M in regulatory assets under management, 2 employees, and 459 accounts.
Assets Under Management
$110M
Employees
2
Offices
--
Total Clients
93
Primary office
NEWTON, MA
275 GROVE STREET, SUITE 2-400, NEWTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
54
2
HNWI
41.9%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of April 15, 2026
Discretionary69.8%
$77M
70% of total RAUM69.8%
Non-discretionary30.2%
$33M
30% of total RAUM30.2%
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.
Total AUM$110M
Total Accounts459
10Y AUM Change+$110M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee47:1
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.