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| 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) |
| Fees | |
| Minimum | |
| Phone | 404-467-9882 |
| Address | 3205 Paces Ferry Place, NW Atlanta, GA 30305 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (2/3/2026) [Brochure] |
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Item 5 Fees and Compensation Investment advisory services can be provided on a fee basis. There are several fee based account options, each with its own fee schedule. Recommendations are made based on the client's objectives, desires and other preferences. Fee based accounts are held at Raymond James & Associates Inc. member NYSE/SIPC (herein reffered to as "Raymond James") is the sponsor, administrator, and custodian for all accounts under the below programs. The annual asset-based fee is paid quarterly in advance. When an account is opened, the asset-based fee is billed for the remainder of the current billing period and is based on the initial contribution. Thereafter, the quarterly asset-based fee is paid in advance, is based on the account asset value as of the last business day of the previous calendar quarter, and becomes due the following business day. If cash or billable securities, or a combination thereof, amounting to at least $100,000, are deposited to or withdrawn from your account on an individual business day in the first two months of the quarter, Raymond James will: (i) assess asset-based fees based on the value of the assets on the date of deposit for the pro rata number of days remaining in the quarter, or (ii) refund prepaid asset-based fees based on the value of the assets on the date of withdrawal for the pro rata number of days remaining in the quarter. No additional asset-based fees or adjustments to previously assessed asset-based fees will be made in connection with deposits or withdrawals that occur during the last month of the quarter unless requested by you. Not withstanding the above $100,000 adjustment threshold, Raymond James reserves the right, in its sole discretion, to process or not process fee adjustments when the source and destination of deposits and withdrawals involve a client's other fee-based advisory accounts. The Client Agreement may be terminated by the client or RWMG at any time upon providing notice pursuant to the provisions of Client Agreement. In the event of termination of this Agreement, RWMG/Raymond James will refund to the client the prorated portion of the fee for the quarter of termination. A) The AMBASSADOR Account is an investment advisory account which offers clients the ability to pay an all-inclusive advisory fee on the assets in their account in lieu of a commission for each transaction. There are no additional transaction charges or processing fees. Minimum account size is $25,000. BLENDED RATE FEE SCHEDULE Account Value Advisor Fee Total Fee Up to $500,000 2.25% 2.25% $500,000 up to $1Million 2.25% 2.25% $1 Million up to $2 Million 2.00% 2.00% $2 Million up to $2.5 Million 1.75% 1.75% $2.5 Million up to $5 Million 1.75% 1.75% $5 Million up to $10 Million 1.50% 1.50% Over $10Million 1.25% 1.25% B) Raymond James Consulting Services (RJCS) is a fee based platform which provides access to portfolio managers which otherwise might not be available to retail clients due to investment minimum requirements. Equity and Balanced A (Minimum Account Size $100,000): Account Value Advisor Fee Mgmt. Fee/Clearing Fee Total Fee Up to $500,000 2.25% 0.50% 2.75% $500,000 up to $1 Million 2.25% 0.50% 2.75% $1Million up to $2 Million 2.00% 0.50% 2.50% $2Million up to $2.5 Million 1.75% 0.50% 2.25% $2.5Million up to$5 Million 1.75% 0.50% 2.25% $5 Million up to $10 Million 1.50% 0.50% 2.00% Over $10 Million 1.25% 0.50% 1.75% Equity and Balanced B (Minimum Account Size $300,000): Account Value Advisor Fee Mgmt. Fee/Clearing Fee Total Fee Up to $500,000 2.25% 0.35% 2.60% $500,000 up to $1 Million 2.25% 0.35% 2.60% $1 Million up to $2 Million 2.00% 0.35% 2.35% $2 Million up to $2.5 Million 1.75% 0.35% 2.10% $2.5 Million up to $5 Million 1.75% 0.35% 2.10% $5 Million up to $10 Million 1.50% 0.35% 1.85% Over $10 Million 1.25% 0.35% 1.60% Fixed Income (Minimum Account Size $200,000): Account Value Advisor Fee Mgmt. Fee/Clearing Fee Total Fee Up to $500,000 2.25% 0.30% 2.55% $500,000 up to $1 Million 2.25% 0.30% 2.55% $1 Million up to $2 Million 2.00% 0.30% 2.30% $2 Million up to $2.5 Million 1.75% 0.30% 2.05% $2.5 Million up to $5 Million 1.75% 0.30% 2.05% $5 Million up to $10 Million 1.50% 0.30% 1.80% Over $10 Million 1.25% 0.30% 1.55% C) FREEDOM is comprised of fee-based asset allocation platforms with mutual fund models constructed by the Raymond James Asset Management Services Institutional Research team, populated by the Asset Management Services Due Diligence team with oversight from the Asset Management Services Investment Committee. Fee Schedule (Minimum Account Size $50,000): ... |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/3/2026) [Brochure] |
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Item 7 Types of Clients For new managed client accounts, RWMG maintains a $1,000,000 minimum in funds and/or securities. RWMG may waive this requirement in its sole discretion, for example, if the client appears to have significant potential for increasing assets under management. RWMG clients typically consist of high net worth individuals, business owners, trusts, retirement plans and foundations. |
| AUM Breakdown | Accounts | AUM ($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
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|
SC | 152.0 M |
|
Terra Wealth Management LLC
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|
NC | 152.0 M |
|
Chromecore LLC
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|
CA | 152.0 M |
|
Infinity Wealth Counsel LLC
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|
OH | 151.9 M |
|
Apple Tree Asset Management LLC
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|
IN | 151.9 M |
|
Providence Wealth Management LLC
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|
TN | 151.8 M |
|
Delta Wealth Advisors LLC
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|
151.8 M | |
|
Hershey Financial Advisers LLC
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|
PA | 151.7 M |
|
Financial Planning Fort Collins LLC
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|
CO | 151.7 M |
|
Integrated Wealth Strategies LLC
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|
TX | 151.7 M |