The RENN Wealth Management Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
The RENN Wealth Management Group Inc
CRD #117500
SEC #801-122297
CIK #
AUM 151.9 M (2026-02-03)
Employees 4 (50% Investors, 75% Brokers)
Fees
Minimum
Phone404-467-9882
Address3205 Paces Ferry Place, NW
Atlanta, GA 30305
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
16012896643202010201520212027
Fees and Compensation — Form ADV Part 2A (2/3/2026) [Brochure]
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or withdrawn from your account on an individual business day in the first two months of the quarter,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]
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
ServesInstitutional, 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
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com