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RENOVUS ASSOCIATES, LLC

WAYNE, PA · CRD 314528 · IAPD ↗ · 610-848-7700

$2.57BRegulatory AUM
27Advisory reps
45Employees
1Clients
0Planning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2025 — RENOVUS ASSOCIATES, LLC reported RAUM up 57% ($1.54B -> $2.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — RENOVUS ASSOCIATES, LLC grew from 21 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
April 2024 — RENOVUS ASSOCIATES, LLC reported RAUM up 35% ($1.14B -> $1.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — RENOVUS ASSOCIATES, LLC grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.