Rench Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and philanthropic planning. Financial planning was provided to 101–250 clients last fiscal year.
Rench Wealth Management reports 279 clients. They include 143 high-net-worth individuals and 136 individual clients. Of its assets, 100.0% ($496M across 280 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 10% |
| High-net-worth individuals | 51% | 89% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 136 | $50.7M | 10.2% | $373K |
| High-net-worth individuals | 143 | $443M | 89.3% | $3.1M |
| Charitable organizations | Fewer than 5 | $2.3M | 0.5% | — |
| Total | 279 | $496M | 100% | — |
- Clients
- 136
- Regulatory AUM
- $50.7M
- AUM share
- 10.2%
- Avg. per client
- $373K
- Clients
- 143
- Regulatory AUM
- $443M
- AUM share
- 89.3%
- Avg. per client
- $3.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.3M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 279
- Regulatory AUM
- $496M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 101–250
Rench Wealth Management charges 0.50%–1.00% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning and Consulting Fees
- Stand-alone financial planning and consulting are negotiated at $100 to $400 an hour or as a fixed fee of $2,500 to $10,000.
James Rench owns 75% or more of Rench Wealth Management. The leadership team of Rench Wealth Management includes President James Rench and Chief Compliance Officer Casey Rench. It has 5 employees, 4 of them in advisory roles.
Leadership
- James RenchPresident
- Casey RenchChief Compliance Officer
- Shelley RenchSecretary
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Rench Wealth Management, Inc.
James Rench
Control person · since November 2011
Rench Wealth Management’s regulatory assets grew 1.7× from $292M (March 2021) to $496M (March 2026); clients rose from 244 to 279 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $496M | 279 | 5 | 2 |
| March 2025 | $443M | 272 | 5 | 2 |
| March 2024 | $372M | 263 | 5 | 2 |
| March 2023 | $304M | 249 | 5 | 2 |
| March 2022 | $325M | 242 | 5 | 2 |
| March 2021 | $292M | 244 | 5 | 2 |
Besides its headquarters, Rench Wealth Management has 1 office, with 2 listed addresses in Texas.
Texas · 2 listed addresses
- 2556 Lillian Miller Parkway, Suite 105, DentonHQ
- 15455 Dallas Parkway, Addison
Contact and registration details
- Legal name
- Rench Wealth Management, Inc.
- Headquarters
- 2556 Lillian Miller Parkway, Suite 105, Denton, TX 76210-7207
- Website
- relevancecm.com
- Phone
- 940-387-7526
- @the-relevance-group
- SEC file
- 801-72962
- Structure
- Texas corporation
- Fiscal year end
- December
Rench Wealth Management uses Charles Schwab ($492M) as custodian for its separately managed accounts. Rench Wealth Management has custody of $201M in client assets for 136 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $492M100%
At year end, Rench Wealth Management’s separately managed accounts were mostly in stocks (72%) and funds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $372M across 67 positions; the largest are Nvidia Corporation (8.3%), Lam Research Corp. (7.0%) and Apple Inc. (6.8%).
What the accounts hold
- Stocks72%
- Funds21%
- Bonds3%
- Cash4%
Reported 13F holdings
- $372M
- Reported 13F value
- 67
- Positions
- 51.6%
- In the 10 largest
- +12.1%
- Value vs. prior quarter
- Nvidia Corporation8.3%
- Lam Research Corp.7.0%
- Apple Inc.6.8%
- Applied Matls Inc.5.2%
- Alphabet Inc. · Cap Stk CL C5.2%
- Microsoft Corp.4.8%
- JPMORGAN Chase & CO4.1%
- Amazon Com Inc.3.5%
- Johnson & Johnson3.4%
- Gallagher Arthur J & CO3.2%
Together, the ten largest are 51.6% of reported value.
How many clients does Rench Wealth Management have?
Rench Wealth Management has 279 clients and manages $496 million for them, as of March 2026. They include 143 high-net-worth individuals and 136 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Rench Wealth Management offer?
Rench Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Rench Wealth Management charge?
Rench Wealth Management charges 0.50%–1.00% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Rench Wealth Management use?
Rench Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $492M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Rench Wealth Management have?
Rench Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 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 Rench Wealth Management invest in?
At the end of its last fiscal year, Rench Wealth Management’s separately managed accounts held 72% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rench Wealth Management?
Rench Wealth Management’s direct owner is James Rench (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Rench Wealth Management get paid?
Rench Wealth Management is paid through a percentage of assets under management, hourly charges 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
Is Rench Wealth Management registered with the SEC?
Yes, Rench Wealth Management has been registered with the SEC as an investment adviser since 6 January 2012. Its CRD number is 159983 and its SEC file number is 801-72962.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Rench Wealth Management?
Rench Wealth Management’s main office is at 2556 Lillian Miller Parkway, Suite 105, Denton, TX 76210-7207. Its phone number is 940-387-7526. Its website is relevancecm.com.