RIA IntelAdvisersOhioDERENZO ADVISORS LLC

DERENZO ADVISORS LLC

Advisory

OH

Data as of Aug 15, 2026 · Source: SEC Form ADV

Average account
$470K
across 17 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 15, 2026.

Total AUM
$8M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

ATHYRA FINANCIAL PARTNERS, LLC
$8M
MORGAN BURTON DAVIS
HUDSON, OH
$8M
-13.7% 1Y
FINANCIAL MANAGEMENT CONSULTANTS, INC.
COLUMBUS, OH
$8M
ETHOS FINANCIAL PLANNING LLC
$8M
RICHARD MILLER FINANCIAL SERVICES, LLC
ZANESVILLE, OH
$8M
COGNITION FINANCIAL LLC
$8M

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