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Renown Wealth Advisors, LLC (Rockledge)


Renown Wealth Advisors, LLC is a multi-state adviser based in Rockledge. It manages $1.5 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.

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Renown Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and asset management for other rias. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Renown Wealth Advisors: assets under management

The assets under management (AUM) of Renown Wealth Advisors, LLC is $1.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Renown Wealth Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rockledge

The principal office where Renown Wealth Advisors, LLC performs its advisory services is located at 1129 Hwy Us 1, Rockledge, FL 32955, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 321-508-3911 or by fax 321-420-1558. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.renownwealth.com.


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