Renaissance Wealth Advisors, LLC
● SEC registered since 2026CRD 300007SEC# 801-135725Newton, MA
Reg. AUM
$109.9M
Employees
2
Accounts
459
Location
Newton, MA
Renaissance Wealth Advisors, LLC assets under management
Renaissance Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Newton, MA. The firm has been registered since 2026. It reports $109.9 million in regulatory assets under management and employs 2 people.
Renaissance Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Harris Loer Control | Managing Member / Principal | 50-75% | 2018 |
| Lauris Stefans Lambergs Control | Managing Member / Principal / Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Renaissance Wealth Advisors, LLC manage?
Renaissance Wealth Advisors, LLC reports $109.9 million in regulatory assets under management on its Form ADV.
How many employees does Renaissance Wealth Advisors, LLC have?
Renaissance Wealth Advisors, LLC reports 2 employees.
Where is Renaissance Wealth Advisors, LLC located?
Renaissance Wealth Advisors, LLC is based in Newton, MA and has been SEC-registered since 2026.
Does Renaissance Wealth Advisors, LLC disclose fund performance?
Renaissance Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 275 Grove Street, Suite 2-400, Newton, MA 02466 |
| Phone | (617) 663-5595 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.9MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$109.9Mregulatory AUM
Discretionary $76.7MNon-discretionary $33.2M