THE RENN WEALTH MANAGEMENT GROUP, INC.

CRD

117500

SEC file #

801-122297

EIN

—

DBA names

—

Economics

AUM

$151.9M

AUM band

$100M-$500M

AUM trajectory

'22 · $115.9M

'23 · $115.9M

'25 · $131.4M

'26 · $151.9M

'22'26

$115.9M → $151.9M▲ +31%

sec adv history

Client mix

Individuals High Net Worth	48
Individuals Other	26

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 2 advisors

'23 · 2 advisors

'25 · 2 advisors

'26 · 2 advisors

'22'26

2 advisors → 2 advisors▬ 0%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

02/03/2026

ADV-W filed at

—

Website

rennwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

RENN, PATRICK, GEORGE

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

RENN, PATRICK, GEORGE

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Website Staleness Score

0.107

Web Signal Quality

Wayback Last Material Change

2026-03-09T23:26:44.000Z

Wayback Snapshot Count

Wayback Snapshots Last 12mo

Wayback First Snapshot

2004-03-27T15:23:38.000Z

Wayback Last Snapshot

2026-03-09T23:26:44.000Z

Rdap Domain

RENNWEALTH.COM

Rdap Domain Creation Date

2001-08-03T17:20:07Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4747

Soi Zip Pct 200k Plus

0.2948

Soi Zip Returns 200k Plus

4,540

Soi Zip Total AGI

5,646,117

Fdic Zip Total Deposits

175,881,404,000

Fdic Zip Branch Count

750

Fdic Zip Top Banks

Truist Bank

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	8
E*trade	4

adv brochure

Fdic Zip Branches Raw

First Union National Bank of GeorgiaAtlanta, GA

Fdic Zip HHI

721.59

Fdic Zip Top Bank Share Pct

20.07

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-08-03T17:20:07Z

Rdap Domain Last Changed

2025-09-14T04:15:53Z

Rdap Nameservers

Ha1.markmonitor.zoneHa2.markmonitor.zoneHa3.markmonitor.zoneHa4.markmonitor.zone

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	29,939
Returns	2,560

Stub 2

AGI	76,851
Returns	2,050

Stub 3

AGI	121,024
Returns	1,940

Soi Zip Total Business Income

110,415

Soi Zip Total Cap Gains

1,082,729

Soi Zip Total Dividends

475,233

Soi Zip Total Returns

15,400

Top Owner CRD

374144

Trust Company Affiliate

Wayback Avg Days Between Changes

381.8

Wayback Closest Snapshot Ts

2026-03-09T23:26:44.000Z

Wayback Closest Snapshot Url

http://web.archive.org/web/20260309232644/https://www.rennwealth.com/

Wayback Distinct Digest Count