← Directory
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500File 801-122297
APPROVED
Retail clients
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$151.9M
Bottom 25% of cohort (national)
Discretionary AUM
$100.1M
Non-discretionary $51.8M
Clients
74
229 accounts
Employees
4
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 10, 2021
- Principal office
- 3205 PACES FERRY PLACE, NW, ATLANTA, GA, 30305
- Phone
- 404-467-9882
- Website
- HTTP://WWW.RENNWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $151.9M
- Discretionary AUM
- $100.1M
- Non-discretionary AUM
- $51.8M
- Discretionary accounts
- 122
- Non-discretionary accounts
- 107
- Total accounts
- 229
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $140.7M |
| Individuals (other than high net worth individuals) | 26 | $11.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARE IN ADVISORY FEE CHARGED BY THIRD-PARTY ADVISERS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

