Fee-only adviser · Alexandria, VA
Renew Wealth Management LLC
Renew Wealth Management LLC is a fee-only investment adviser registered with the securities regulators of Florida, Maryland, Virginia, with its main office in Alexandria, Virginia. On its latest Form ADV, filed March 9, 2026, it reports $57M in regulatory assets under management, 35 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Maryland, Virginia |
|---|---|
| Firm CRD number | 329069 |
| Office | 277 South Washington Street Suite 210 Alexandria, VA 22314 |
| Phone | (703) 737-2220 |
| Website | renewwealthmgmt.com |
| Regulatory assets under management | $57M ($43M discretionary) |
| Individual clients | 0 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Alexandria
- Monument Wealth Management $648M
- Westbourne Investments, Inc. $276M
- Craftwork Capital LLC $102M
- C.l. Sheldon & Company, LLC $111M
- Katz Family Financial Advisors, LLC $111M
- Arkagos Advisors & Asset Management, Inc. $65M
See all 21 fee-only advisers in Alexandria →
Nearby
- National Harbor 1 firm
- Fort Washington 1 firm
- Arlington 26 firms
- Washington 21 firms
- Falls Church 3 firms
- Annandale 1 firm
- Landover 1 firm
- Burke 1 firm
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