Derenzo Advisors LLC

RIAState Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$470K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
148612
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.54%
  • Individuals21.46%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Derenzo Advisors LLC is a small, individually owned limited liability company that provides financial planning and portfolio management for individual clients and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as an ESG investor, a multi-state adviser, a pension consultant, or a capital allocator, and it is categorized as unclassified in the snapshot data. The practice appears focused on straightforward advisory work rather than institutional or large-family-office services. The ADV-derived details emphasize advisory and planning activity for retail-sized relationships rather than broader institutional mandates.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 11%, Cash & Cash Equivalents 1%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth