{"url":"https://nivawealth.com/firms/renaissance-wealth-advisors-300007","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300007","regulatoryAum":109897240,"crd":"300007","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4001420","suffix":null,"lastName":"LAMBERGS","firstName":"LAURIS","middleName":"STEFANS"},{"crd":"2725999","suffix":null,"lastName":"LOER","firstName":"JONATHAN","middleName":"HARRIS"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135725","legalName":"Renaissance Wealth Advisors, LLC","displayName":"Renaissance Wealth Advisors","slug":"renaissance-wealth-advisors-300007","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth 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Lambergs","detail":"Managing member / principal / chief compliance officer in the 50% to 75% ownership band and a control person, since December 2018."},{"label":"Jonathan Loer","detail":"Managing member / principal in the 50% to 75% ownership band and a control person, since December 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"275 Grove Street, Suite 2-400","city":"Newton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-663-5595","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Renaissance Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Renaissance Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Renaissance Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Renaissance Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Renaissance Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Renaissance Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Renaissance Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Renaissance Wealth Advisors?","answer":"Renaissance Wealth Advisors’ main office is at 275 Grove Street, Suite 2-400, Newton, MA 02466. Its phone number is 617-663-5595.","source":"Form ADV Part 1A, Item 1.F, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}