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).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Renaissance Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lauris S. Lambergs
CRD#: 4001420
275 Grove Street, Suite 2-400, Newton, MA 02466

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 H. Loer
CRD#: 2725999
275 Grove Street, Suite 2-400, Newton, MA 02466

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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