The Renn Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Renn Wealth Management Group, Inc. provides investment management and fee‑based financial planning to individuals—including high‑net‑worth clients—along with business owners, trusts and retirement plans. Services include discretionary and non‑discretionary portfolio management, written financial plans, and recommendations of third‑party money managers and model portfolios.
The firm describes an institutional investment approach that incorporates forward‑looking capital markets assumptions, asset‑allocation optimization and relative strength analysis, and it tailors portfolios to clients’ risk profiles and long‑term objectives with regular monitoring. RWMG also acts as a portfolio manager within Raymond James‑sponsored wrap fee programs and uses sub‑advisers and model portfolios; as of December 31, 2025 it reported roughly $100.1 million in discretionary assets and $51.8 million in non‑discretionary assets.
Compared with many peers, RWMG’s advisors also serve as registered representatives of a broker‑dealer and maintain affiliations with insurance agencies, enabling the firm to facilitate commissionable securities and insurance transactions in addition to advisory services. The firm discloses these additional compensation sources and its role in wrap‑fee programs as potential conflicts of interest and describes client options and monitoring practices to address them.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 2.25% $500,000 - $1,000,000: 2.25% $1,000,000 - $2,000,000: 2.00% $2,000,000 - $2,500,000: 1.75% $2,500,000 - $5,000,000: 1.75% $5,000,000 - $10,000,000: 1.50% $10,000,000+: 1.25%
Less than 25% of revenue comes from commissions; commissions may be earned when purchasing securities and insurance products through affiliated broker dealer RJFS.
Account minimum: $1,000,000
Main office
See office3205 Paces Ferry Place, NW
Atlanta GA 30305
Advisors at this office
1
Offices (2)
Most active in
Florida · Georgia
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Kathryn E
Series 63
Atlanta, GA
The Renn Wealth Management Group, Inc.
Kathryn Edmunds is a financial advisor at The Renn Wealth Management Group, Inc. in Atlanta, GA, with 29 years of industry experience. She holds a Series 63 designation and has been with The Renn Wealth Management Group since 2002. In addition to her advisory role, she is a licensed insurance agent, providing clients with guidance on insurance needs. The Renn Wealth Management Group, Inc. offers investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans, including high-net-worth clients. The firm employs an institutional investment approach that integrates capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.
Patrick R
Series 63
Atlanta, GA
The Renn Wealth Management Group, Inc.
Patrick Renn is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA. He holds a Series 63 designation and has 55 years of industry experience, including long-term roles at Bisys and Raymond James Financial Services, Inc. Outside of advising, Renn serves on the finance and investment committees of multiple nonprofits and is the author of a published book titled "Finding Your Money's Greater Purpose." The Renn Wealth Management Group provides investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans. The firm employs an institutional investment approach that includes capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.
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