Renaissance Wealth Advisors, LLC
Renaissance Wealth Advisors, LLC (CRD# 300007) is a financial advisory firm headquartered in Newton, MA. They manage $85,366,361 in 352 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management85MILLION
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Total Number of Accounts352ACCOUNTS
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Average Account Value$242,518
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Renaissance Wealth Advisors, LLC
1
Lauris Lambergs (CRD# 4001420) is an Investment Advisor Representative working at Renaissance Wealth Advisors, LLC in Newton, MA and has over 24 years of experience in the finance industry.
2
Jonathan Loer (CRD# 2725999) is an Investment Advisor Representative working at Renaissance Wealth Advisors, LLC in Newton, MA and has over 27 years of experience in the finance industry.
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