RENAISSANCE WEALTH ADVISORS, LLC
CRD #300007 SEC #801-114630 NEWTON, MA (617) 663-5595
SEC Registered
Total AUM
$4.4M
Discretionary
$4.4M
Employees
2
Clients
0
Accounts
26
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAMBERGS, LAURIS, STEFANS | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| LAMBERGS, LAURIS, STEFANS | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| LAMBERGS, LAURIS, STEFANS | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| LAMBERGS, LAURIS, STEFANS | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| LAMBERGS, LAURIS, STEFANS | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| LAMBERGS, LAURIS, STEFANS | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| LAMBERGS, LAURIS, STEFANS | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| LOER, JONATHAN, HARRIS | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| LOER, JONATHAN, HARRIS | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| LOER, JONATHAN, HARRIS | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| LOER, JONATHAN, HARRIS | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| LOER, JONATHAN, HARRIS | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| LOER, JONATHAN, HARRIS | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| LOER, JONATHAN, HARRIS | I | MANAGING MEMBER / PRINCIPAL | D | Control |
Registrations
Federal
IA
Oct 22, 2019 REGISTERED
Notice Filings (1)
MA
Address
275 GROVE STREETSUITE 2-400
NEWTON, MA 02466
United States
Phone: (617) 663-5595