RENOWN WEALTH ADVISORS, LLC
CRD #154304 SEC #801-71642 GRAPEVINE, TX 254-207-0306
SEC Registered
Total AUM
$12M
Discretionary
$9M
Employees
1
Clients
1
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $1.5M | $1.5M | $0 | 1 | 1 |
| Mar 2014 | $1.5M | $1.5M | $0 | 1 | 1 |
| Feb 2014 | $1.5M | $1.5M | $0 | 1 | 26 |
| Jan 2014 | $1.5M | $1.5M | $0 | 1 | 26 |
| Jan 2014 | $1.5M | $1.5M | $0 | 1 | 26 |
| Dec 2013 | $1.5M | $1.5M | $0 | 1 | 26 |
| Oct 2013 | $1.5M | $1.5M | $0 | 1 | 26 |
| Oct 2013 | $1.5M | $1.5M | $0 | 1 | 26 |
| Mar 2013 | $2.8M | $1.5M | $1.3M | 1 | 26 |
| Jan 2013 | $5M | $4M | $1M | 1 | 26 |
| Apr 2012 | $12M | $9M | $3M | 1 | 115 |
| Mar 2012 | $12M | $9M | $3M | 1 | 115 |
| Dec 2011 | $10.5M | $9.5M | $1M | 1 | 0 |
| Nov 2011 | $10.5M | $9.5M | $1M | 1 | 0 |
| Apr 2011 | $10.5M | $9.5M | $1M | 5 | -- |
| Mar 2011 | $10.5M | $9.5M | $1M | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateApr 2014
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients1
DateFeb 2014
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2014
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2014
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2013
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients26
DateOct 2013
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients26
DateOct 2013
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$2.8M
Discretionary$1.5M
Non-Disc.$1.3M
Employees1
Clients26
DateJan 2013
Total AUM$5M
Discretionary$4M
Non-Disc.$1M
Employees1
Clients26
DateApr 2012
Total AUM$12M
Discretionary$9M
Non-Disc.$3M
Employees1
Clients115
DateMar 2012
Total AUM$12M
Discretionary$9M
Non-Disc.$3M
Employees1
Clients115
DateDec 2011
Total AUM$10.5M
Discretionary$9.5M
Non-Disc.$1M
Employees1
Clients0
DateNov 2011
Total AUM$10.5M
Discretionary$9.5M
Non-Disc.$1M
Employees1
Clients0
DateApr 2011
Total AUM$10.5M
Discretionary$9.5M
Non-Disc.$1M
Employees5
Clients--
DateMar 2011
Total AUM$10.5M
Discretionary$9.5M
Non-Disc.$1M
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--