$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Pioneer bridgeEagle harbor +more
- Established Date
- 03-16-2018
- Office Locations
- 1
Office Locations
1405 Colony Circle Longview TX
About Belonging Wealth Management
Belonging Wealth Management (Brandon Renfro LLC) is a fee-only, fiduciary RIA based in Texas serving individuals focused on maintaining their lifestyle, including retirees. The firm provides planning-led advice that optimizes investments, reduces taxes, and manages risk to alleviate worry. Portfolios are primarily ETF-based, with custody/support through Altruist.
Team overview
23 AVG AGE
$5.4M AVG AUM / ADVISOR
$601.9K AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Matrix crest
Client Personas
Quantum oak Glacier harbor
Custodian
Eagle optima Bridge Crest optima Eagle focus
Investment Themes
Delta ember Meridian foundation
Investment Vehicles
Radial beacon
Services
Matrix frontier Pioneer foundation Unison optima Radial Insight momentum Bridge meridian Bridge
Technology
Wave Timber Value Value Pioneer timber Catalyst ember
Owner & Executives
BRANDON RENFRO
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5752564
- Ownership
- 75% or more
(651) 679-8185
crest.bridge@atlascapital.com
in linkedin.com/in/harbor-value
Den Houston Murley
Agent, Owner
- CRD
- #7440587
- Ownership
- 50% but less than 75%
(300) 209-2450
meridian.atlas@fusioncapital.com
in linkedin.com/in/crest-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,834,131 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,834,131 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,834,131
Equity - Exchange:
17.2% Cash:
33.3% U.S. Government/Agency:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $879,770,670 | 17.2% |
| Cash | $1,703,276,937 | 33.3% |
| U.S. Government/Agency | $2,531,898,149 | 49.5% |
| Total | $5,114,945,756 | 100.0% |