CRD: 148524
Wealth Renovators, LLC
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2009
- Office Locations
- 1
Office Locations
About Wealth Renovators, LLC
Wealth Renovators, LLC is a fee-only RIA led by Brendon H. Jenks and affiliated with Epiphany Financial Coaching and Stewardship Wealth Management; clients across KS, MO, TX and LA receive the same investment coaching and advice. The firm provides financial planning and portfolio construction, including estate and tax planning and insurance planning, and invests using mutual funds and fixed income with alternative exposures such as real estate, private equity and hedge funds. Custody includes Schwab.
Team overview
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Client Personas
Custodian
Investment Vehicles
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Owner & Executives
BRENDON HAROLD JENKS
Chief Compliance Officer, Owner, President
- CRD
- #5485724
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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