Data / Investment advisers / Massachusetts / Renaissance Wealth Advisors, LLC
Renaissance Wealth Advisors, LLC, Newton, MA: $110 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Renaissance Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Newton, Massachusetts and reports $110 million in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 300007
- SEC file number
- 801-135725
- SEC status
- Approved, effective March 30, 2026
- Main office
- 275 Grove Street Suite 2-400, Newton, MA 02466
- Phone
- (617) 663-5595
- Regulatory AUM
- $109,897,240 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $76,712,308
- Non discretionary AUM
- $33,184,932
- Accounts
- 459
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $90.6 million |
| Individuals (other than high net worth individuals) | 54 | $19.3 million |
Other advisers in Newton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Proficio Capital Partners LLC | Newton | $8.17 billion | 8 | adviserinfo.sec.gov |
| Grovestreet | Newton | $7.14 billion | 42 | adviserinfo.sec.gov |
| Tremont Realty Capital LLC | Newton | $763.3 million | Not listed | adviserinfo.sec.gov |
| Castanea Partners Inc. | Newton | $239 million | 5 | adviserinfo.sec.gov |
| Weber Capital Management LLC | Newton | $120.2 million | 3 | adviserinfo.sec.gov |
| Tectonic Ventures Management, LLC | Newton | Not listed | 8 | adviserinfo.sec.gov |
| Staley Capital | Newton | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newton, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Renaissance Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.