R
$49.1M Total AUM
$49.1M Disc. AUM
-- 3Y CAGR
3 Employees
145 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2016
- Office Locations
- 1
Office Locations
4510 Bath Pike Suite 200 Bethlehem PA
About Renaissance Wealth Management, LLC
Renaissance Wealth Management, LLC is a Bethlehem-based RIA. The firm has been operating for 10 years. Managing $49.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.6M AVG AUM / ADVISOR
$338.7K AVG AUM / CLIENT
10.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JOHN ROBERT TRIANTAFELOW
President
- CRD
- #2185928
- Ownership
- 75% or more
Available
Available
Available
AARON THEO REYER
VICE PRESIDENT
- CRD
- #3172787
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,112,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,112,228 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing