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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RZ WEALTH

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC, CRD 172573

WAYNE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2620e423-9924-cb94-d29a-c0bd2ce50188

Data as of Nov 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 0
Observed: Aug 6, 2014 to Nov 23, 2020
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $147MItem 5.F on the latest filing (2020-11-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $146M
Private client RAUM: $144MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 594
Individual clients: 244
High net worth clients: 49
SEC number: 801-80192
CRD: 172573
Filings on the tape: 30
First filed: Aug 6, 2014
Latest filed: Nov 23, 2020
Organised: Limited Liability Company, Pennsylvania

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROSENZWEIG, IRVIN, WILLIAM	MANAGING MEMBER/CCO	E	yes	07/2014	Aug 6, 2014	Nov 23, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MIDLANTIC FINANCIAL STRATEGIES GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 30, 2020	$147M	$146M	6	4	0	n/a	n/a
2018	Mar 28, 2019	$151M	$151M	9	3	0	n/a	n/a
2017	Mar 26, 2018	$128M	$127M	7	3	0	n/a	n/a
2016	Mar 31, 2017	$247M	$247M	8	5	n/a	n/a	n/a
2015	Mar 15, 2016	$214M	$214M	7	5	n/a	n/a	n/a
2014	Mar 27, 2015	$204M	$204M	10	6	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$147M	$151M	-3.0%	$247M	-16.0%	6	9	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DIVERSIFIED, LLC	3	Jan 5, 2021	Jan 5, 2021	WAYNE, PA	Firm absorbed	RIA to RIA	100.0%
JACOBI CAPITAL MANAGEMENT, LLC	4	Aug 2, 2017	May 30, 2017	WAYNE, PA	Firm absorbed	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WFG ADVISORS, LP	4	Jul 14, 2016	Sep 9, 2014	WAYNE, PA	Team lift out	Other	3.6%

Relationships

Controls (1)

← ROSENZWEIG, IRVIN, WILLIAMOwnerMANAGING MEMBER/CCO, ownership code E, individual
Aug 6, 2014 to presentfactForm ADV

Moved with (3)

→ DIVERSIFIED, LLCRegistered adviser3 advisors, firm absorbed, same day
Jan 5, 2021 to Jan 5, 2021factForm ADV
→ JACOBI CAPITAL MANAGEMENT, LLCRegistered adviser4 advisors, firm absorbed, same day
Aug 2, 2017 to May 30, 2017factForm ADV
← WFG ADVISORS, LPRegistered adviser4 advisors, team lift out, same day
Jul 14, 2016 to Sep 9, 2014factForm ADV

Registered with (9)

← SAMUEL PETER VARANOAdvisorregistration: previous registration
Apr 24, 2018 to Jan 5, 2021factForm ADV
← Peter J HackenbrackAdvisorregistration: previous registration
Mar 13, 2018 to Jan 5, 2021factForm ADV
← James WitnerAdvisorregistration: previous registration
Nov 23, 2020 to Jan 5, 2021factForm ADV
← Bryan J BritchkowAdvisorregistration: previous registration
Dec 8, 2017 to Apr 24, 2018factForm ADV
← MATHEW STEPHAN HAMMERAdvisorregistration: previous registration
Sep 9, 2014 to Aug 2, 2017factForm ADV
← FRANCIS JOSEPH HAASAdvisorregistration: previous registration
Sep 9, 2014 to Aug 2, 2017factForm ADV
← JASON JAMES MAILEAdvisorregistration: previous registration
Sep 9, 2014 to Aug 2, 2017factForm ADV
← MICHAEL DOMINIC LOVECCHIOAdvisorregistration: previous registration
Sep 9, 2014 to Aug 2, 2017factForm ADV
← DANIEL P VASSAdvisorregistration: previous registration
Sep 9, 2014 to Aug 11, 2015factForm ADV

Dated events

Occurred
Mar 26, 2018
Regulatory AUM changed
Rz Wealth reported RAUM $127.7M, down 48% from $247.0M (2017-09-20 to 2018-03-26)
Form ADVobserved 5 days ago
$-119M
Occurred
Aug 6, 2014
First Form ADV filing
Renaissance Investment Consultants Holding Company, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2620e423-9924-cb94-d29a-c0bd2ce50188
First observed: Aug 6, 2014
Last observed: Nov 23, 2020 70 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RZ WEALTH

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC, CRD 172573

WAYNE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2620e423-9924-cb94-d29a-c0bd2ce50188

Data as of Nov 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROSENZWEIG, IRVIN, WILLIAM

MANAGING MEMBER/CCO

yes

07/2014

Aug 6, 2014

Nov 23, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MIDLANTIC FINANCIAL STRATEGIES GROUP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 30, 2020

$147M

$146M

n/a

2018

Mar 28, 2019

$151M

n/a

2017

Mar 26, 2018

$128M

$127M

n/a

2016

Mar 31, 2017

$247M

n/a

2015

Mar 15, 2016

$214M

n/a

2014

Mar 27, 2015

$204M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$147M

$151M

-3.0%

$247M

-16.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DIVERSIFIED, LLC

Jan 5, 2021

WAYNE, PA

Firm absorbed

RIA to RIA

100.0%

JACOBI CAPITAL MANAGEMENT, LLC

Aug 2, 2017

May 30, 2017

WAYNE, PA

Firm absorbed

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WFG ADVISORS, LP

Jul 14, 2016

Sep 9, 2014

WAYNE, PA

Team lift out

Other

3.6%