Renaissance Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$48,883,374
Clients
142
Advisors
2
across 2 offices
About
Renaissance Wealth Management serves individual and high‑net‑worth clients with ongoing, discretionary portfolio management and comprehensive financial planning. The firm advises across a range of instruments—mutual funds, equities, ETFs, fixed income, non‑U.S. securities and insurance products (including annuities)—and documents client objectives in individualized investment policy statements.
Renaissance typically builds tailored plans and model portfolios, asks for discretionary trading authority, and conducts regular account reviews; it employs fundamental and technical analysis and modern portfolio theory in its process. Its stated toolkit includes alternatives and explicit use of derivatives and options (including within separately managed accounts) and the firm may materially adjust cash allocations in response to perceived market overvaluation.
Noteworthy relative to peers, RWM discloses that some investment adviser representatives are also insurance agents and registered broker‑dealer representatives, creating potential for third‑party compensation on insurance or brokerage transactions that the firm documents and discloses. The firm operates with a small advisory team managing accounts on a discretionary basis and makes available private investment structures when appropriate.
Client services
Expertise
Fee options
Financial planning fixed fee up to $25,000 annually
$0 - $500,000: 1.35% $500,001 - $1,250,000: 1.00% $1,250,001 - $2,000,000: 0.85% $2,000,001 - $25,000,000: 0.50% $25,000,001 - And Up: 0.25%
Certain Investment Advisor Representatives may be registered representatives of a broker-dealer and receive commissions; however, commissions are not RWM’s primary source of compensation.
$150 to $275 per hour
Account minimum: $100,000 (may be waived by RWM)
Main office
See office306 South New Street, Suite 110
Bethlehem PA 18015
Advisors at this office
1
Offices (2)
Most active in
North Carolina · Pennsylvania
Also doing business as
Renaissance Wealth Management, LLC · Triantafelow, John
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John T
Series 63, Series 65
Raleigh, NC
Renaissance Wealth Management, LLC
John Triantafelow is a financial advisor at Renaissance Wealth Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at FSC Securities Corporation and has been involved with Renaissance Wealth Management since 2007. Outside of his advisory work, he is a managing member of a family real estate investment company formed with his sons. Renaissance Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of investment strategies, including fundamental and technical analysis, alternatives, and use of derivatives, while maintaining regular account reviews and tailored investment policy statements.
Aaron R
Series 63, Series 65
Bethlehem, PA
Renaissance Wealth Management, LLC
Aaron Reyer is a financial advisor at Renaissance Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation and OSAIC prior to his current role. Reyer serves as a board member and finance committee participant for Family Promise of Lehigh Valley. Renaissance Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing a range of investment instruments and employing fundamental and technical analysis alongside modern portfolio theory. The firm operates with a small advisory team and offers tailored investment solutions, including the use of alternatives and derivatives.
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