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Casey Allen Rench

RENCH WEALTH MANAGEMENT, INC.·DENTON, Texas
Series 65Clean record13 years registeredRENCH WEALTH MANAGEMENT, INC.
2556 LILLIAN MILLER PARKWAY, DENTON, TX 76210CRD# 6155437Firm CRD# 159983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Casey Allen Rench · DENTON, TX
Registration
CRD #6155437 · RENCH WEALTH MANAGEMENT, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

RELEVANCE CAPITAL MANAGEMENT
May 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 17, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RENCH WEALTH MANAGEMENT, INC.
CRD 159983 · SEC 801-72962
AUM
$372M
Regulatory assets under management
Employees
5
264 client accounts
Services offered by RENCH WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RENCH WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Casey Allen Rench offer?
Casey Allen Rench specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENTON, Texas for a consultation.
What are Casey Allen Rench's credentials?
Casey Allen Rench is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Allen Rench located?
Casey Allen Rench is based in DENTON, Texas, working with RENCH WEALTH MANAGEMENT, INC.. Their office serves clients in the DENTON metropolitan area and surrounding communities.
How does Casey Allen Rench charge for services?
Casey Allen Rench's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RENCH WEALTH MANAGEMENT, INC.?
RENCH WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Allen Rench
DENTON, TX

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