Renew Family Wealth Llc
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $105M
- Discretionary
- $104M
- Clients
- 83
- Avg AUM / client
- $1.3M
- Accounts
- 164
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 60 | $13.4M | 12.8% |
| High net worth individuals | 18 | $83.8M | 79.5% |
| Pension and profit sharing plans | 2 | $6.9M | 6.55% |
| Charitable organizations | 3 | $1.2M | 1.16% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott David Miller | Registered representative | Dec 2018 (8y) | ||
| Hayden Alan Dawes | Registered representative | Jan 2019 (8y) | ||
| Paul Frederick Casey | Registered representative | Mar 2021 (5y) | ||
| Peter Harward Mcglynn | Registered representative | Sep 2021 (5y) | ||
| Drew Michael Chiurato | Registered representative | May 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.13 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
- • Fixed fees
- • Other fees
- • PERCENTAGE OF PLAN ASSETS/ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $98.5M (93% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗