$57.0M Total AUM
$42.7M Disc. AUM
-- 3Y CAGR
3 Employees
48 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Apex · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2024
- Office Locations
- 1
Office Locations
277 South Washington Street Suite 210 Alexandria VA
About Renew Wealth Management LLC
Renew Wealth Management is an independent, fee-only fiduciary RIA in the Washington, D.C. metro serving military veterans, federal civil servants and their families. The firm provides comprehensive wealth management spanning investment management plus financial, retirement, tax and estate planning. Portfolios are ETF-focused, with custody/clearing through Altruist and Charles Schwab.
Team overview
-- AVG AGE
$57.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
JAMES MAURICE SIMON
Chief Compliance Officer, FOUNDER
- CRD
- #5098146
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,697,097 | -- |
| Non-Discretionary | $14,348,478 | -- |
| Total | $57,045,575 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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