# Renew Wealth Management LLC

> Renew Wealth Management LLC is a state-registered investment advisory firm in Alexandria, VA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 329069
- Filed as: RENEW WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329069
- AdvisorCensus page: https://advisorcensus.com/firm/renew-wealth-management-llc-alexandria-va-329069

## Quick answers

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

**Where is Renew Wealth Management LLC located?**
Renew Wealth Management LLC's principal office is in Alexandria, VA, according to its Form ADV.

**Is Renew Wealth Management LLC registered with the SEC or a state?**
Renew Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329069.

**How much does Renew Wealth Management LLC manage?**
Renew Wealth Management LLC reports $57,045,575 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (75% discretionary).

**What types of clients does Renew Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35).

**Does Renew Wealth Management LLC 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/329069

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $57,045,575
- Discretionary: $42,697,097
- Non-discretionary: $14,348,478

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $275,175 |
| High net worth individuals | 35 | $56,770,400 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- renewwealthmgmt.com
- Instagram @renewwealth
- LinkedIn @renew-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Renew Wealth Management LLC (CRD 329069): Form ADV filing data as of October 2026.