RENAISSANCE WEALTH ADVISORS, LLC

NEWTON, Massachusetts·2 registered advisors·CRD# 300007
SEC# 801-1146300(617) 663-5595
01

Firm Overview

AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RENAISSANCE WEALTH ADVISORS, LLC

2 registered advisors
Jonathan Harris Loer
NEWTON, Massachusetts
Lauris Stefans Lambergs
NEWTON, Massachusetts
05

Office Locations

NEWTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. RENAISSANCE WEALTH ADVISORS, LLC (CRD# 300007) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.