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Renaissance Wealth Advisors, LLC
Renaissance Wealth Advisors, LLC is a Greenwood Village, Colorado-based registered investment advisor that functions as a multi-family office for wealthy...
Renaissance Wealth Advisors, LLC
Renaissance Wealth Advisors, LLC is a Greenwood Village, Colorado-based registered investment advisor that functions as a multi-family office for wealthy families. Its founding year and exact founding team remain unlisted in public records, but the firm has operated as a Colorado entity. The wealth serviced is primarily entrepreneurial and inherited capital, although the source of the founding family's wealth is not disclosed. The firm's investment approach centers on a holistic, advisor-led model combining asset allocation, portfolio management, estate planning, and tax strategies. It does not publicly disclose direct portfolio holdings, private equity deals, or venture-stage investments. Its service offering includes wealth transfer, charitable giving strategies, and risk management. The geographic footprint is domestic, centered on the Rocky Mountain region. The firm's scale is unclear: no AUM, client count, or number of professionals has been published. There are no known additional offices or philanthropic vehicles publicly linked to the firm. No recent operational events are verifiable from public sources. Renaissance Wealth Advisors' structural differentiator is its positioning as a multi-family office with a broad advisory wrapper—registered as an RIA rather than operating under a trust or bank charter, it offers individualized planning without the disclosure requirements of a single-family office. It competes with other Colorado-based RIAs serving multi-generational wealth in a region with growing billionaire and HNW families.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Greenwood Village
Corporate office
Greenwood Village, Colorado, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Renaissance Wealth Advisors?
The firm does not publicly name a CIO or lead portfolio manager. As a registered investment advisor, investment decisions are made by internal advisory teams. No founding principal or named operator is listed in public records (per corporate filings, public record).
Is Renaissance Wealth Advisors a single-family office or does it operate more like a wealth advisory firm?
It is registered as an RIA and structures itself as a multi-family office serving multiple unrelated families. Unlike a single-family office, it does not manage capital from a single founding fortune. It offers fee-based wealth management, estate planning, and tax services (per SEC filings, public record).
What investment stages does Renaissance Wealth Advisors typically target?
The firm does not publicly target venture, growth, or private equity stages. Its model is centered on public-market asset allocation, fixed income, and alternative investments through advisory accounts. No direct private investment track record is publicly available (per public record).
Does Renaissance Wealth Advisors maintain philanthropic structures, and how are they separated?
No philanthropic foundation, donor-advised fund, or charitable arm is publicly linked to the firm. Clients may coordinate charitable planning through the firm, but no separate entity is disclosed. There is no evidence of a corporate foundation (per public record).
How does Renaissance Wealth Advisors source proprietary deal flow?
The firm does not publicly describe proprietary sourcing. As an RIA, it typically utilizes third-party asset managers and public markets rather than generating proprietary private investments. No co-investment or direct deal program is mentioned in available records (per public record).
Where does the underlying wealth come from at Renaissance Wealth Advisors?
The wealth origin of its clients is not publicly disclosed. The firm's own founding wealth is also undocumented. The client base is presumed to include entrepreneurial and inherited wealth in the Colorado region, but specifics are absent from public records (per public record).
What sectors does Renaissance Wealth Advisors explicitly avoid?
The firm does not publish a negative screen or avoidance list. As a broad wealth advisor, it likely tailors exposure to client preference. No sectors are publicly declared off-limits (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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