RENEW FAMILY WEALTH

RIASEC Registered
Total AUM
$105M
Discretionary
$104M
99% of AUM
Avg account
$643K
Accounts
164
Employees
5
Advisory reps
6

Firm details

Headquarters
JUPITER, Florida
CRD number
298618
Website
www.renewfamily.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI79.55%
  • Individuals12.75%
  • Pension & Profit Sharing Plans6.55%
  • Charitable Organizations1.16%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Renew Family Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of fee arrangements (percentage of AUM, hourly, fixed and other fee types). Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-type services, and selection of other advisers. The firm reports being an active ESG investor and uses third-party managers as part of its sourcing and execution.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 29%, Public Funds/Mutual Funds 28%, Exchange Traded Equities 19%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 8%, US Government Bonds 1%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%29%
  • State & Local Bonds29%
  • Public Funds/Mutual Funds28%
  • Exchange Traded Equities19%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1

  • PETER MCGLYNN

    Partner, COOCRD 2177434

Contacts

3 of 5

  • PAUL CASEY

    Senior AdvisorCRD 2933777

  • Drew Chiurato

    CRD 8262731

  • SCOTT MILLER

    PartnerCRD 2954799

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JUPITER, FL

PALM BEACH

Location

JUPITER, FL

Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
1 S Coastal Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth