The Renn Wealth Management Group, Inc.
● SEC registered since 2021CRD 117500SEC# 801-122297Atlanta, GA
Reg. AUM
$151.9M
Employees
4
Accounts
229
Location
Atlanta, GA
The Renn Wealth Management Group, Inc. assets under management
The Renn Wealth Management Group, Inc. is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2021. It reports $151.9 million in regulatory assets under management and employs 4 people.
The Renn Wealth Management Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick George Renn Control | Cco/ President | Over 75% | 2001 |
Frequently asked questions
How much does The Renn Wealth Management Group, Inc. manage?
The Renn Wealth Management Group, Inc. reports $151.9 million in regulatory assets under management on its Form ADV.
How many employees does The Renn Wealth Management Group, Inc. have?
The Renn Wealth Management Group, Inc. reports 4 employees.
Where is The Renn Wealth Management Group, Inc. located?
The Renn Wealth Management Group, Inc. is based in Atlanta, GA and has been SEC-registered since 2021.
Does The Renn Wealth Management Group, Inc. disclose fund performance?
The Renn Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3205 Paces Ferry Place, NW, Atlanta, GA 30305 |
| Phone | 404-467-9882 |
| Fax | 404-467-9104 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.9M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$151.9Mregulatory AUM
Discretionary $100.1MNon-discretionary $51.8M