Renaissance Wealth Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Renaissance Wealth Advisors reports 93 clients. They include 54 individual clients and 39 high-net-worth individuals. Of its assets, 69.8% ($76.7M across 331 accounts) are managed with discretion; $33.2M across 128 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 18% |
| High-net-worth individuals | 42% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 54 | $19.3M | 17.6% | $358K |
| High-net-worth individuals | 39 | $90.6M | 82.4% | $2.32M |
| Total | 93 | $110M | 100% | $1.18M |
- Clients
- 54
- Regulatory AUM
- $19.3M
- AUM share
- 17.6%
- Avg. per client
- $358K
- Clients
- 39
- Regulatory AUM
- $90.6M
- AUM share
- 82.4%
- Avg. per client
- $2.32M
Total
- Clients
- 93
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $1.18M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Renaissance Wealth Advisors charges up to 0.75% a year for its Investment advisory services. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a fixed ongoing fee of $1,500 to $20,000 a year, based on scope and complexity, invoiced monthly in advance.
Lauris Lambergs owns 50% to 75% of Renaissance Wealth Advisors. The leadership team of Renaissance Wealth Advisors includes Chief Compliance Officer Lauris Lambergs. It has 2 employees.
Leadership
- Lauris LambergsManaging Member / Principal / Chief Compliance Officer
- Jonathan LoerManaging Member / Principal
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Renaissance Wealth Advisors, LLC
Lauris Lambergs
Control person · since December 2018
- Owns 50% to 75% of Renaissance Wealth Advisors, LLC
Jonathan Loer
Control person · since December 2018
Besides its headquarters, Renaissance Wealth Advisors has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 275 Grove Street, Suite 2-400, NewtonHQ
Contact and registration details
- Legal name
- Renaissance Wealth Advisors, LLC
- Headquarters
- 275 Grove Street, Suite 2-400, Newton, MA 02466
- Website
- Not reported
- Phone
- 617-663-5595
- SEC file
- 801-135725
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Renaissance Wealth Advisors uses Charles Schwab ($76.7M, 70%) and Fidelity ($33.2M, 30%) as custodians for its separately managed accounts. Renaissance Wealth Advisors has custody of $16.5M in client assets for 57 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $76.7M70%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $33.2M30%
At year end, Renaissance Wealth Advisors’ separately managed accounts were mostly in stocks (78%) and funds (11%).
What the accounts hold
- Stocks78%
- Funds11%
- Bonds2%
- Cash9%
How many clients does Renaissance Wealth Advisors have?
Renaissance Wealth Advisors has 93 clients and manages $110 million for them, as of April 2026. They include 54 individual clients and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 April 2026
What services does Renaissance Wealth Advisors offer?
Renaissance Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Renaissance Wealth Advisors charge?
Renaissance Wealth Advisors charges up to 0.75% a year for its Investment advisory services. The fee is billed in advance.
Source: RENAISSANCE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 6 October 2026
Which custodians does Renaissance Wealth Advisors use?
Renaissance Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $76.7M and Fidelity Brokerage Services LLC (Smithfield, RI), with $33.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026
How many financial advisors does Renaissance Wealth Advisors have?
Renaissance Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Renaissance Wealth Advisors invest in?
At the end of its last fiscal year, Renaissance Wealth Advisors’ separately managed accounts held 78% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Renaissance Wealth Advisors?
Renaissance Wealth Advisors’ direct owners are Lauris Lambergs (50% to 75%) and Jonathan Loer (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 April 2026
How does Renaissance Wealth Advisors get paid?
Renaissance Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Renaissance Wealth Advisors?
Renaissance Wealth Advisors’ main office is at 275 Grove Street, Suite 2-400, Newton, MA 02466. Its phone number is 617-663-5595.