Rench Wealth Management Inc

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Rench Wealth Management Inc
CRD #159983
SEC #801-72962
CIK #0000159901, 0001599016
AUM 495.9 M (2026-03-30)
Employees 5 (80% Investors, 0% Brokers)
Fees
Minimum
Phone940-387-7526
Address2556 Lillian Miller Parkway
Denton, TX 76210-7207
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
50040030020010002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 30.9
Apple Inc 22.5
Microsoft Corp 17.6
Alphabet Inc 16.0
Lam Research Corp 15.3
J P Morgan Chase & Co 14.0
Johnson & Johnson 12.3
Amazon Com Inc 11.3
Gallagher Arthur J & Co 11.2
Applied Materials Inc /DE 10.9
View All
Holdings by Sector ($M)
3502802101407002013201720222027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 136 50.7
(b) Individuals (high net worth individuals) 143 442.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 2.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 280 495.9
By Discretionary
Discretionary 280 495.9
Non-Discretionary 0 0.0
Total 280 495.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 495.9
Total 280 495.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001599016]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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Cherrydale Wealth Management LLC
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Portfolio Advisory Council LLC
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Greystone Financial Group LLC
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Sterling Wealth Management Inc
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Pacific Ridge Capital Partners LLC
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