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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2019
- Office Locations
- 1
Office Locations
About Renaissance Wealth Advisors, LLC
Renaissance Wealth Advisors is an RIA serving affluent families and business executives with an 8-step, planning-led approach spanning strategic planning, investment management, risk and tax management, and family & estate planning. The team has particular expertise with cross-border families and maximizing Health Savings Accounts, and builds portfolios using diversified vehicles including ETFs. Custody includes Schwab and Fidelity.
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Owner & Executives
LAURIS STEFANS LAMBERGS
Chief Compliance Officer, Chief Investment Officer, Managing Member, PRINCIPAL
- CRD
- #4001420
- Ownership
- 50% but less than 75%
JONATHAN HARRIS LOER
Founder, Managing Member, PRINCIPAL
- CRD
- #2725999
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,712,308 | $231,759 |
| Non-Discretionary | $33,184,932 | $259,257 |
| Total | $109,897,240 | $239,428 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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