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WESTMORE ASSET MANAGEMENT
Legal name: RENA ADVISORS LLC
CRD 164431File 801-77110
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$54.5M
Bottom 25% of cohort (national)
Discretionary AUM
$30.2M
Non-discretionary $24.3M
Clients
7
61 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 13, 2012
- Principal office
- 1 BLUE HILL PLAZA, LOBBY LEVEL, SUITE 1509, PEARL RIVER, NY, 10965
- Phone
- 347-308-7886
- Website
- HTTPS://WWW.WESTMOREAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $54.5M
- Discretionary AUM
- $30.2M
- Non-discretionary AUM
- $24.3M
- Discretionary accounts
- 31
- Non-discretionary accounts
- 30
- Total accounts
- 61
- AUM per client
- $7.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $51.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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.