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The Renn Wealth Management Group, Inc.

Updated today

Client assets under management

$151,878,149

Clients

74

65% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

37

Low

Average account size

$2,052,407

About

The Renn Wealth Management Group, Inc. provides portfolio management and fee‑based financial planning primarily to individual and high‑net‑worth clients, along with business owners, trusts and retirement plans. The firm offers both discretionary and non‑discretionary management and delivers advisory services through several Raymond James managed‑account platforms and wrap programs.

RWMG uses an institutional investment process that incorporates forward‑looking capital markets assumptions, asset allocation optimization and relative‑strength analysis to tailor portfolios to each client’s risk profile and objectives. The firm also uses sub‑advisers and the Raymond James Consulting Services (RJCS) platform to access third‑party managers and model portfolios not otherwise available to many retail clients.

Compared with many peers, RWMG’s advisors are registered representatives of Raymond James Financial Services and the firm serves as a portfolio manager within Raymond James wrap fee programs, meaning it receives a portion of wrap fees and operates closely with Raymond James platforms. Principals are additionally affiliated with multiple insurance agencies and may receive commission income from insurance sales, although the brochure discloses that commissions and transaction‑based revenue represent less than 25% of the firm’s revenue and clients retain the ability to implement recommendations through other broker‑dealers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Percentage

$25,000 - $500,000: 2.25% $500,000 - $1,000,000: 2.25% $1,000,000 - $2,000,000: 2.00% $2,000,000 - $2,500,000: 1.75% $2,500,000 - $5,000,000: 1.75% $5,000,000 - $10,000,000: 1.50% $10,000,000+: 1.25%

Commissions

Less than 25% of revenue comes from commissions; commissions and markups are disclosed prior to investments.

Other

Account minimum: $1,000,000

Main office location

The Renn Wealth Management Group, Inc.

3205 Paces Ferry Place, Nw

Atlanta GA 30305, United States

Number of offices

1

Most active in

Florida · Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kathryn E

Series 63

Atlanta, GA

The Renn Wealth Management Group, Inc.

Kathryn Edmunds is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA, holding a Series 63 designation and 29 years of industry experience. She has worked with The Renn Wealth Management Group since 2002 and Raymond James Financial Services since 2000. In addition to her advisory role, she is a licensed insurance agent assisting clients with non-variable insurance needs. The Renn Wealth Management Group, Inc. provides portfolio management and fee-based financial planning primarily to individual and high-net-worth clients, as well as business owners, trusts, and retirement plans. The firm employs an institutional investment process using capital markets assumptions, asset allocation optimization, and relative-strength analysis, and accesses third-party managers through Raymond James platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Patrick R

Series 63

Atlanta, GA

The Renn Wealth Management Group, Inc.

Patrick Renn is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA, holding a Series 63 designation and over 55 years of industry experience. He has worked with Bisys since 2003 and Raymond James Financial Services since 1975. Outside of advising, Renn is involved with nonprofit organizations such as the Alliance for Christian Media, where he serves as Endowment Chair, and he is also the author of the book *Finding Your Money's Greater Purpose*. The Renn Wealth Management Group provides portfolio management and fee-based financial planning primarily to individual and high-net-worth clients, business owners, trusts, and retirement plans. The firm employs an institutional investment process incorporating capital markets assumptions, asset allocation optimization, and relative-strength analysis, utilizing Raymond James platforms and third-party sub-advisers to tailor portfolios to client objectives.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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