CRD: 117500
THE Renn Wealth Management Group, Inc.
$151.9M Total AUM
$100.1M Disc. AUM
9.2% 3Y CAGR
4 Employees
74 ADV. Clients
23 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2003
- Office Locations
- 2
Office Locations
3205 Paces Ferry Place, NW Atlanta GA
3535 Piedmont Road Suite 450 Atlanta GA
About THE Renn Wealth Management Group, Inc.
The Renn Wealth Management Group is an independent RIA in Atlanta providing integrated financial planning and investment management for busy, successful individuals and multi-generational families. The team also advises charities and donors. Portfolios may incorporate ETFs, mutual funds, and fixed income alongside asset-allocation and insurance planning. Securities are supported via the Raymond James platform.
Team overview
61 AVG AGE
$75.9M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
23.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
PATRICK GEORGE RENN
Chief Compliance Officer, President
- CRD
- #374144
- Ownership
- 75% or more
Available
Available
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KATHRYN ALLISON EDMUNDS
Vice President
- CRD
- #2781241
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,104,617 | $820,530 |
| Non-Discretionary | $51,773,532 | $483,865 |
| Total | $151,878,149 | $663,223 |
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Separately Managed Accounts
Total SMA Asset: Available
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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