Renew Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Renew Wealth Management LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. Services described in the firm’s brochure include customized portfolio construction, ongoing supervision, financial planning (standalone or bundled), and implementation using ETFs, mutual funds, individual securities, bonds, and allocations to unaffiliated managers, with fees typically charged on a percentage‑of‑AUM basis.
The firm describes a fundamental, primarily long‑term investment approach with active monitoring, periodic rebalancing, and tax‑aware position management. As of December 31, 2025, Renew Wealth reported $57,045,575 in client assets—approximately $42,697,097 managed on a discretionary basis and $14,348,478 on a non‑discretionary or held‑away/participant account basis facilitated through third‑party platforms (including relationships with Zoe Financial/Apex and Schwab).
Renew Wealth is a single‑advisor RIA founded in 2023 and led by a CFP® and CPA who also serves in roles with the White House Military Office, the Department of Defense Investment Board’s Investment Advisory Committee, and the Army National Guard, a combination of public‑sector responsibilities that is uncommon for firms of this size. The firm also participates in Zoe Financial’s adviser matching and digital wealth platform, uses third‑party estate‑planning tools (Wealth.com), and the principal maintains insurance licenses and may receive separate insurance commissions or pay referral fees to Zoe Financial—factors prospective clients should consider when evaluating potential conflicts and service arrangements.
Client services
Expertise
Fee options
Standalone financial planning fixed fees ranging from $1,800 to $10,000; estate planning services fee of $3,290 payable in advance
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001+: 0.50% annually
Commissions earned from insurance product sales by Advisory Person, separate from advisory fees
Financial planning services at $400 per hour
Account minimum: $6,000 minimum annual fee (may be reduced at sole discretion of Advisor) Minimum fee: $6,000 minimum annual fee for wealth management services, subject to negotiation Fee-only: Wealth management fees and standalone financial planning fees; no commissions on securities transactions except insurance commissions for insurance sales by Advisory Person
Main office
277 South Washington Street, Suite 210
Alexandria VA 22314
Advisors at this office
1
Most active in
Florida · Maryland · Texas · Virginia
Also doing business as
Renew Wealth LLC · Renew Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)