PPrivate Fund Data Log in Join · $37/mo

Renaissance Wealth Advisors, LLC

● SEC registered since 2026CRD 300007SEC# 801-135725Newton, MA
Export (members)
Reg. AUM
$109.9M
Employees
2
Accounts
459
Location
Newton, MA

Renaissance Wealth Advisors, LLC assets under management

Renaissance Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Newton, MA. The firm has been registered since 2026. It reports $109.9 million in regulatory assets under management and employs 2 people.
www.youtube.com/channel/ucbgirm26uwxw7bwzu7qhdvq?view_as=subscriberView on SEC.gov ↗

Renaissance Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jonathan Harris Loer ControlManaging Member / Principal50-75%2018
Lauris Stefans Lambergs ControlManaging Member / Principal / Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Renaissance Wealth Advisors, LLC manage?

Renaissance Wealth Advisors, LLC reports $109.9 million in regulatory assets under management on its Form ADV.

How many employees does Renaissance Wealth Advisors, LLC have?

Renaissance Wealth Advisors, LLC reports 2 employees.

Where is Renaissance Wealth Advisors, LLC located?

Renaissance Wealth Advisors, LLC is based in Newton, MA and has been SEC-registered since 2026.

Does Renaissance Wealth Advisors, LLC disclose fund performance?

Renaissance Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address275 Grove Street, Suite 2-400, Newton, MA 02466
Phone(617) 663-5595
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$76.7M
Non-discretionary$33.2M
Total (RAUM)$109.9M