The Renn Wealth Management Group, Inc.

Overview

The Renn Wealth Management Group, Inc. is an independent, SEC-registered wealth advisory firm that began registration in 2021 and is owned by an individual principal. The firm focuses on families and individual clients, offering a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and other fee types. It operates as a capital allocator, placing client assets with third-party managers when appropriate, and also maintains broker-dealer registration and insurance brokerage activity. Advisory services listed on the firm’s Form ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not identified as an active ESG investor, and it is not marked as a multi-state adviser in the snapshot data.

Assets & Accounts

Investments & Alternatives