# Renew Family Wealth

> Renew Family Wealth is a state-registered investment advisory firm in Jupiter, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 298618
- Filed as: RENEW FAMILY WEALTH
- Legal name: Renew Family Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298618
- AdvisorCensus page: https://advisorcensus.com/firm/renew-family-wealth-jupiter-fl-298618

## Quick answers

**How is Renew Family Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Renew Family Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Renew Family Wealth located?**
Renew Family Wealth's principal office is in Jupiter, FL, according to its Form ADV.

**Is Renew Family Wealth registered with the SEC or a state?**
Renew Family Wealth is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298618.

**How much does Renew Family Wealth manage?**
Renew Family Wealth reports $105,378,672 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (99% discretionary).

**What types of clients does Renew Family Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (18); charitable organizations (3).

**Does Renew Family Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298618

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $105,378,672
- Discretionary: $104,180,605
- Non-discretionary: $1,198,067

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $13,436,088 |
| High net worth individuals | 18 | $83,825,863 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,898,292 |
| Charitable organizations | 3 | $1,218,429 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (7 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- renewfamily.com
- Facebook @renewfamilywealth
- LinkedIn @renew-family-wealth
- YouTube @UCPcpGogJo9vQ6GBLsu522AA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Renew Family Wealth (CRD 298618): Form ADV filing data as of October 2026.