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RENEW FAMILY WEALTH LLC

Advisory

JUPITER, FL

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in FL
#1,297
of 2,610 advisers by AUM
Average account
$643K
across 164 accounts
AUM per adviser
$26M
4 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM
$105M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$105M
Discretionary AUM$104M
Non-Discretionary AUM$1M
Discretionary %98.9%
Total Clients83
Team
Total Employees5
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, LA, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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