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Rnb Wealth Management Group, LLC (Aventura)


Rnb Wealth Management Group, LLC is an adviser based in Aventura. It manages $31 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.




Rnb Wealth Management Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rnb Wealth Management Group: assets under management

The assets under management (AUM) of Rnb Wealth Management Group, LLC is $31 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rnb Wealth Management Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Aventura

The principal office where Rnb Wealth Management Group, LLC performs its advisory services is located at 20900 Ne 30 Th Avenue, Aventura, FL 33180, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-653-6669 or by fax 305-932-8099. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday.


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