AUMdb

Wealth Renovators, Llc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 148524 · Overland Park, KS · KCINVESTORCOACH.BLOGSPOT.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$14.7M
Discretionary
$14.7M
Clients
55
Avg AUM / client
$266K
Accounts
158
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 55 $11.4M 77.8%
High net worth individuals Fewer than 5 clients $3.3M 22.2%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Brendon Harold Jenks Registered representative Jan 2009 (18y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Other fees
  • SELECTION OF OTHER ADVISORS

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗