{"url":"https://nivawealth.com/firms/rench-wealth-management-159983","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159983","regulatoryAum":495858047,"crd":"159983","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6155437","suffix":null,"lastName":"RENCH","firstName":"CASEY","middleName":"ALLEN"},{"crd":"1702679","suffix":null,"lastName":"RENCH","firstName":"JAMES","middleName":"ALLEN"},{"crd":"7049987","suffix":null,"lastName":"Rench","firstName":"Jordan","middleName":"Scott"},{"crd":"7516189","suffix":null,"lastName":"Rench","firstName":"Kelly","middleName":"Lynn"}],"total":4,"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"},"history":[{"filedOn":"2021-03-30","regulatoryAum":292186756,"clients":244,"employees":5,"offices":2},{"filedOn":"2022-03-30","regulatoryAum":325115698,"clients":242,"employees":5,"offices":2},{"filedOn":"2023-03-30","regulatoryAum":304162377,"clients":249,"employees":5,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":372002941,"clients":263,"employees":5,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":442624100,"clients":272,"employees":5,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":495858047,"clients":279,"employees":5,"offices":2}],"secFileNumber":"801-72962","legalName":"Rench 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The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rench Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rench Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rench Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rench Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rench Wealth Management get paid?","answer":"Rench Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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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."}