SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
The Renn Wealth Management Group, Inc.
Atlanta, GA
CRD 117500
Firm filing updated September 15, 2026 ·
- $151.9MAssets
- 74Clients
- 2Advisory staff
- 229Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals48
- Individuals26
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 26 | $11.2 million |
| High net worth individuals | 48 | $140.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$151.9 million
- Accounts229
- Discretionary$100.1 million · 122 accounts
- Non-discretionary$51.8 million · 107 accounts
People
- Employees4
- Advisory staff2
- Broker-dealer reps3
- Licensed insurance agents3
- Planning clients26 to 50
Registration details
- SEC-registered investment advisor. CRD 117500, SEC file 801-122297.
- Registered with the SEC as an investment advisor (status date on record: September 10, 2021).
Is The Renn Wealth Management Group, Inc. a fiduciary?
Short answer: The Renn Wealth Management Group, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 3 staff are broker-dealer representatives and the firm is itself a registered representative of a broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
3 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.