# RENEW FAMILY WEALTH

RENEW FAMILY WEALTH of JUPITER, FL is an SEC-registered investment adviser.

## Registration

- CRD: 298618
- Type: SEC-registered investment adviser
- Location: 1 S. COASTAL WAY, JUPITER, FL, 33477
- Phone: (561) 406-2146
- Latest filing: 2026-06-08
- Regulatory AUM: $105.4M
- Discretionary AUM: $104.2M
- Non-discretionary AUM: $1.2M
- Clients: 5
- Accounts: 164

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298618/similar
- Related entities: https://search.stillhousedata.com/firm/298618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298618

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.