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Renaissance Wealth Management
RENAISSANCE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in BETHLEHEM, PA. The firm manages approximately $49 million in assets.
Renaissance Wealth Management
RENAISSANCE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in BETHLEHEM, PA. The firm manages approximately $49 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who owns or controls Renaissance Wealth Management?
Renaissance Wealth Management LLC's ownership structure is not detailed in public records. As an SEC-registered RIA, the firm must disclose control persons in its Form ADV, but those filings are not publicly retrieved for this profile (public record).
What investment services does Renaissance Wealth Management offer?
As a registered investment advisor, Renaissance Wealth Management likely provides fee-based portfolio management and financial planning for high-net-worth individuals. Specific service offerings, such as direct investing or fund-of-funds access, are not publicly documented (public record).
How does Renaissance Wealth Management source investment opportunities?
No public information is available on the firm's sourcing model. It may rely on traditional advisor relationships, third-party asset managers, or direct deal flow, but no evidence supports any particular approach (public record).
Is Renaissance Wealth Management connected to any larger financial institution?
The firm name 'Renaissance Wealth Management' does not indicate affiliation with Renaissance Technologies or any other known financial entity. SEC registration shows it as a standalone RIA, but no parent company has been identified (public record).
What is the geographic focus of Renaissance Wealth Management?
Based on SEC registration, Renaissance Wealth Management operates in the United States. No specific office cities or regional focus has been publicly disclosed (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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