THE RENN Wealth Management Group, Inc.
SEC RegisteredFor insight beyond investments
About the firm
At The Renn Wealth Management Group, our team has dedicated our careers to fulfilling this important mission. We'll create a thorough, well-integrated financial plan that goes far beyond just managing your investments to include addressing every facet of your financial life – today and far into the future. Renn Wealth Management Group, Inc. is an Independent Registered Investment Advisor and not affiliated with Raymond James.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and investment management addressing every facet of clients' financial lives, with guidance for every generation and member of a family, as well as professional advice for charities and their donors
Who they serve
Successful individuals, multigenerational families, charitable organizations and their donors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26 | $11M |
| High Net Worth Individuals | 48 | $141M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Ambassador / Freedom - Up to $500,000 | 2.25% |
| Ambassador / Freedom - $500,000 to $1,000,000 | 2.25% |
| Ambassador / Freedom - $1,000,000 to $2,000,000 | 2.00% |
| Ambassador / Freedom - $2,000,000 to $2,500,000 | 1.75% |
| Ambassador / Freedom - $2,500,000 to $5,000,000 | 1.75% |
| Ambassador / Freedom - $5,000,000 to $10,000,000 | 1.50% |
| Ambassador / Freedom - Over $10,000,000 | 1.25% |
Data as of February 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE RENN Wealth Management Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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