RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC
Legal name: RZ WEALTH
CRD #172573 SEC #801-80192 WAYNE, PA 610-627-5921
SEC Registered
Total AUM
$146.6M
Discretionary
$146.2M
Employees
6
Clients
0
Accounts
594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $146.6M | $146.2M | $409.1K | 6 | 78 |
| Nov 2020 | $146.6M | $146.2M | $409.1K | 6 | 78 |
| Jul 2020 | $146.6M | $146.2M | $409.1K | 6 | 78 |
| Jun 2020 | $146.6M | $146.2M | $409.1K | 6 | 78 |
| May 2020 | $146.6M | $146.2M | $409.1K | 6 | 78 |
| Mar 2020 | $146.6M | $146.2M | $409.1K | 6 | 78 |
| Nov 2019 | $151.1M | $150.7M | $407K | 9 | 81 |
| Oct 2019 | $151.1M | $150.7M | $407K | 9 | 81 |
| Sep 2019 | $151.1M | $150.7M | $407K | 9 | 81 |
| Mar 2019 | $151.1M | $150.7M | $407K | 9 | 81 |
| Oct 2018 | $127.7M | $127.2M | $442.5K | 7 | 0 |
| Oct 2018 | $127.7M | $127.2M | $442.5K | 7 | 0 |
| Mar 2018 | $127.7M | $127.2M | $442.5K | 7 | 0 |
| Sep 2017 | $247M | $247M | $0 | 8 | 400 |
| Jun 2017 | $247M | $247M | $0 | 8 | 400 |
| May 2017 | $247M | $247M | $0 | 8 | 400 |
| Mar 2017 | $247M | $247M | $0 | 8 | 400 |
| Jan 2017 | $217M | $216.7M | $260.2K | 7 | 400 |
| Nov 2016 | $217M | $216.7M | $260.2K | 7 | 400 |
| Oct 2016 | $217M | $216.7M | $260.2K | 7 | 400 |
| Jun 2016 | $217M | $216.7M | $260.2K | 7 | 400 |
| Mar 2016 | $214M | $213.8M | $240K | 7 | 400 |
| Jan 2016 | $204.2M | $203.8M | $437K | 10 | 200 |
| Mar 2015 | $204.2M | $203.8M | $437K | 10 | 200 |
| Mar 2015 | $0 | $0 | $0 | 8 | 0 |
| Mar 2015 | $0 | $0 | $0 | 8 | 0 |
| Feb 2015 | $0 | $0 | $0 | 8 | 0 |
| Sep 2014 | $0 | $0 | $0 | 8 | 0 |
| Aug 2014 | $0 | $0 | $0 | 8 | 0 |
| Aug 2014 | $0 | $0 | $0 | 8 | 0 |
DateNov 2020
Total AUM$146.6M
Discretionary$146.2M
Non-Disc.$409.1K
Employees6
Clients78
DateNov 2020
Total AUM$146.6M
Discretionary$146.2M
Non-Disc.$409.1K
Employees6
Clients78
DateJul 2020
Total AUM$146.6M
Discretionary$146.2M
Non-Disc.$409.1K
Employees6
Clients78
DateJun 2020
Total AUM$146.6M
Discretionary$146.2M
Non-Disc.$409.1K
Employees6
Clients78
DateMay 2020
Total AUM$146.6M
Discretionary$146.2M
Non-Disc.$409.1K
Employees6
Clients78
DateMar 2020
Total AUM$146.6M
Discretionary$146.2M
Non-Disc.$409.1K
Employees6
Clients78
DateNov 2019
Total AUM$151.1M
Discretionary$150.7M
Non-Disc.$407K
Employees9
Clients81
DateOct 2019
Total AUM$151.1M
Discretionary$150.7M
Non-Disc.$407K
Employees9
Clients81
DateSep 2019
Total AUM$151.1M
Discretionary$150.7M
Non-Disc.$407K
Employees9
Clients81
DateMar 2019
Total AUM$151.1M
Discretionary$150.7M
Non-Disc.$407K
Employees9
Clients81
DateOct 2018
Total AUM$127.7M
Discretionary$127.2M
Non-Disc.$442.5K
Employees7
Clients0
DateOct 2018
Total AUM$127.7M
Discretionary$127.2M
Non-Disc.$442.5K
Employees7
Clients0
DateMar 2018
Total AUM$127.7M
Discretionary$127.2M
Non-Disc.$442.5K
Employees7
Clients0
DateSep 2017
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees8
Clients400
DateJun 2017
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees8
Clients400
DateMay 2017
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees8
Clients400
DateMar 2017
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees8
Clients400
DateJan 2017
Total AUM$217M
Discretionary$216.7M
Non-Disc.$260.2K
Employees7
Clients400
DateNov 2016
Total AUM$217M
Discretionary$216.7M
Non-Disc.$260.2K
Employees7
Clients400
DateOct 2016
Total AUM$217M
Discretionary$216.7M
Non-Disc.$260.2K
Employees7
Clients400
DateJun 2016
Total AUM$217M
Discretionary$216.7M
Non-Disc.$260.2K
Employees7
Clients400
DateMar 2016
Total AUM$214M
Discretionary$213.8M
Non-Disc.$240K
Employees7
Clients400
DateJan 2016
Total AUM$204.2M
Discretionary$203.8M
Non-Disc.$437K
Employees10
Clients200
DateMar 2015
Total AUM$204.2M
Discretionary$203.8M
Non-Disc.$437K
Employees10
Clients200
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0