# The Renn Wealth Management Group, Inc.

> The Renn Wealth Management Group, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 117500
- Filed as: THE RENN WEALTH MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117500
- AdvisorCensus page: https://advisorcensus.com/firm/the-renn-wealth-management-group-inc-atlanta-ga-117500

## Quick answers

**How is The Renn Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Renn Wealth Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does The Renn Wealth Management Group, Inc. charge?**
Its Form ADV Part 2A brochure dated February 3, 2026 states: Up to $500,000: 2.25% a year; $500,000 to $1,000,000: 2.25% a year; $1,000,000 to $2,000,000: 2% a year; $2,000,000 to $2,500,000: 1.75% a year; $2,500,000 to $5,000,000: 1.75% a year; $5,000,000 to $10,000,000: 1.5% a year; Above $10,000,000: 1.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Renn Wealth Management Group, Inc. located?**
The Renn Wealth Management Group, Inc.'s principal office is in Atlanta, GA, according to its Form ADV.

**Is The Renn Wealth Management Group, Inc. registered with the SEC or a state?**
The Renn Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 117500.

**How much does The Renn Wealth Management Group, Inc. manage?**
The Renn Wealth Management Group, Inc. reports $151,878,149 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (66% discretionary).

**How have The Renn Wealth Management Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for The Renn Wealth Management Group, Inc.: Regulatory assets under management: $113,726,397 in the October 2021 data and $151,878,149 in the October 2026 data, up 34%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Renn Wealth Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (26).

**Which custodians does The Renn Wealth Management Group, Inc. use?**
The Renn Wealth Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Company of NH as custodians holding 10% or more of its separately managed account assets.

**Does The Renn Wealth Management Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117500

**What changed in The Renn Wealth Management Group, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $131,421,041 to $151,878,149 (+16%).

## 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

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Up to $500,000: 2.25% a year
- $500,000 to $1,000,000: 2.25% a year
- $1,000,000 to $2,000,000: 2% a year
- $2,000,000 to $2,500,000: 1.75% a year
- $2,500,000 to $5,000,000: 1.75% a year
- $5,000,000 to $10,000,000: 1.5% a year
- Above $10,000,000: 1.25% a year

> Up to $500,000 2.25% 2.25% $500,000 up top $1Million 2.25% 2.25% $1 Million up to $2Million 2.00% 2.00% $2 Million up to $2.5Million 1.75% 1.75% $2.5 Million up to $5Million 1.75% 1.75% $5 Million up to $10Million 1.50% 1.50% Over$10 Million 1.25% 1.25%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- Raymond James Trust Company of NH

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,878,149
- Discretionary: $100,104,617
- Non-discretionary: $51,773,532

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $11,151,387 |
| High net worth individuals | 48 | $140,726,762 |

### 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rennwealth.com](https://rennwealth.com)
- Facebook @THE-RENN-WEALTH-MANAGEMENT-GROUP-134955893528289
- LinkedIn @635042

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $113,726,397 | 4 | September 2, 2021 |
| October 2022 | $115,920,075 | 4 | February 24, 2022 |
| October 2023 | $110,121,954 | 4 | February 9, 2023 |
| October 2024 | $120,879,105 | 4 | April 16, 2024 |
| October 2025 | $131,421,041 | 4 | February 11, 2025 |
| October 2026 | $151,878,149 | 4 | September 15, 2026 |

Regulatory assets under management: $113,726,397 in the October 2021 data and $151,878,149 in the October 2026 data, up 34%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $131,421,041 to $151,878,149 (+16%).

### January 2026
- No longer registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Renn Wealth Management Group, Inc. (CRD 117500): Form ADV filing data as of October 2026.