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| Keyboard |
| The RENN Wealth Management Group Inc
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|---|---|
| CRD # | 117500 |
| SEC # | 801-122297 |
| CIK # | |
| AUM | 151.9 M (2026-02-03) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 404-467-9882 |
| Address | 3205 Paces Ferry Place, NW Atlanta, GA 30305 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 11.2 |
| (b) Individuals (high net worth individuals) | 48 | 140.7 |
| (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 | 0.0 |
| (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 | 229 | 151.9 |
| By Discretionary | ||
| Discretionary | 122 | 100.1 |
| Non-Discretionary | 107 | 51.8 |
| Total | 229 | 151.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.9 | |
| Total | 229 | 151.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
van der Noord Financial Advisors Inc
✚
|
SC | 152.0 M |
|
Terra Wealth Management LLC
✚
|
NC | 152.0 M |
|
Chromecore LLC
✚
|
CA | 152.0 M |
|
Infinity Wealth Counsel LLC
✚
|
OH | 151.9 M |
|
Apple Tree Asset Management LLC
✚
|
IN | 151.9 M |
|
Providence Wealth Management LLC
✚
|
TN | 151.8 M |
|
Delta Wealth Advisors LLC
✚
|
151.8 M | |
|
Hershey Financial Advisers LLC
✚
|
PA | 151.7 M |
|
Financial Planning Fort Collins LLC
✚
|
CO | 151.7 M |
|
Integrated Wealth Strategies LLC
✚
|
TX | 151.7 M |