Investment adviser · CRD 172573
RZ WEALTH
Investment adviser filing (IA)
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC
WAYNE, PA, United States · Form ADV filed Nov 23, 2020
- Regulatory AUM
- $147M Form ADV · Item 5.F
- Client accounts
- 594 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 49 | $86,095,564 | 58.7% |
| Individuals | 244 | $57,871,517 | 39.5% |
| Retirement plans | Fewer than 5 | $2,261,737 | 1.5% |
| Charities | Fewer than 5 | $411,868 | 0.3% |
Filing source
Form ADV 1469679 · Nov 23, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 23, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
480 E. SWEDESFORD ROAD, SUITE 120WAYNE, PA, 19087-1834, United States
CRD 172573
Filing source
Form ADV 1469679 · Nov 23, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.