# Renn Wealth Management Group

Renn Wealth Management Group is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** rennwealth.com
- **LinkedIn:** https://www.linkedin.com/company/the-renn-wealth-management-group

## Regulatory record

- **CRD number:** 117500
- **SEC file number:** 801-122297
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117500

## About

The Renn Wealth Management Group is an Independent Registered Investment Advisor whose team creates thorough, well-integrated financial plans that go far beyond managing investments to address every facet of clients' financial lives. It is a boutique practice with three licensed professionals that limits the number of individuals, families and organizations it advises to no more than 100. Pat Renn and Kathryn Edmunds have more than 60 years of combined experience as wealth managers and are Certified Financial Planner practitioners.

## People

- Pat Renn
- Kathryn Edmunds
- Laura Martin
- Tyler Renn

## Questions

### Is Renn Wealth Management Group affiliated with a bank or wirehouse?

No. Renn operates as an independent registered investment advisor, meaning it is not owned by a bank, brokerage, or insurance company. That structure eliminates product-quota incentives and allows the firm to select investments across an open-architecture platform. The independence is a core part of its pitch to clients who previously used bank trust departments.

### What types of clients does Renn primarily serve?

Renn focuses on high-net-worth individuals and multi-generational families, predominantly in Georgia, Florida, and the Carolinas. Many clients hold concentrated stock positions from legacy business ownership and require estate-planning integration alongside portfolio management. The firm does not publicly segment its client base by average account size.

### How does Renn handle concentrated stock positions?

Renn runs structured hedging and gradual liquidation programs for clients holding single-stock concentrations, often from long-held corporate equity. The goal is to diversify exposure without triggering immediate capital-gains tax events, a priority for Southeastern business owners who built wealth in one company. The firm pairs these programs with ongoing estate and tax planning.

### Does Renn have a succession plan for the founding team?

No public succession details exist. The firm does not name individual principals on its website or in regulatory filings in a way that clarifies ownership structure. Whether Renn transitions to an internal next-generation leadership model or pursues an external merger will determine if it remains independent long-term.

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- [Renhe Investment Holdings](https://altss.com/profile/renhe-investment-holdings)
- [Renold](https://altss.com/profile/renold-plc)

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Last updated: 2026-08-11T15:07:57.118Z

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