Renew Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,045,575
Total clients
35
100% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
35
Average account size
$1,629,874
About
Renew Wealth Management LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. Services described in the firm’s brochure include customized portfolio construction, ongoing supervision, financial planning (standalone or bundled), and implementation using ETFs, mutual funds, individual securities, bonds, and allocations to unaffiliated managers, with fees typically charged on a percentage‑of‑AUM basis.
The firm describes a fundamental, primarily long‑term investment approach with active monitoring, periodic rebalancing, and tax‑aware position management. As of December 31, 2025, Renew Wealth reported $57,045,575 in client assets—approximately $42,697,097 managed on a discretionary basis and $14,348,478 on a non‑discretionary or held‑away/participant account basis facilitated through third‑party platforms (including relationships with Zoe Financial/Apex and Schwab).
Renew Wealth is a single‑advisor RIA founded in 2023 and led by a CFP® and CPA who also serves in roles with the White House Military Office, the Department of Defense Investment Board’s Investment Advisory Committee, and the Army National Guard, a combination of public‑sector responsibilities that is uncommon for firms of this size. The firm also participates in Zoe Financial’s adviser matching and digital wealth platform, uses third‑party estate‑planning tools (Wealth.com), and the principal maintains insurance licenses and may receive separate insurance commissions or pay referral fees to Zoe Financial—factors prospective clients should consider when evaluating potential conflicts and service arrangements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Standalone financial planning fixed fees ranging from $1,800 to $10,000; estate planning services fee of $3,290 payable in advance
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001+: 0.50% annually
Commissions earned from insurance product sales by Advisory Person, separate from advisory fees
Financial planning services at $400 per hour
Account minimum: $6,000 minimum annual fee (may be reduced at sole discretion of Advisor) Minimum fee: $6,000 minimum annual fee for wealth management services, subject to negotiation Fee-only: Wealth management fees and standalone financial planning fees; no commissions on securities transactions except insurance commissions for insurance sales by Advisory Person
Main office location
Renew Wealth Management LLC
277 South Washington Street, Suite 210
Alexandria VA 22314, United States
Number of offices
1
Most active in
Renew Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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