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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-20-2018
- Office Locations
- 2
Office Locations
About Renew Family Wealth
Renew Family Wealth is an RIA serving families with holistic planning and portfolio management, building personalized financial roadmaps across life stages. The firm uses a systematic, factor-aware approach emphasizing balanced diversification and disciplined, data-driven (often contrarian) decision-making. Services include insurance reviews, tax-aware coordination with estate/tax professionals, and legacy/charitable planning; custody with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Hayden Alan Dawes
Chief Compliance Officer, Chief Operations Officer, Partner
- CRD
- #6793127
- Ownership
- 50% but less than 75%
SCOTT DAVID MILLER
Chief Financial Officer, Chief Investment Officer, Registered Representative
- CRD
- #2954799
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
PAUL FREDERICK CASEY
Partner, Senior Advisor
- CRD
- #2933777
Drew Michael Chiurato
--
- CRD
- #8262731
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,180,605 | -- |
| Non-Discretionary | $1,198,067 | -- |
| Total | $105,378,672 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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