DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Rz Wealth

Former SEC-registered adviserWayne, PennsylvaniaCRD 172573SEC 801-80192IAPD
Legal name Renaissance Investment Consultants Holding Company, LLC
Latest filing Nov 23, 2020
First filing on the tape Aug 6, 2014 · 30 filings
RAUM
$147M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$144M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$147M as of Mar 30, 2020
Mar 27, 2015$204M then
HNW client RAUM$86.1M as of Mar 30, 2020
Mar 26, 2018$88.9M then
State-registered IARs (5.B.3)4 as of Mar 30, 2020
Mar 27, 20156 then
Employees (5.A)6 as of Mar 30, 2020
Mar 27, 201510 then
Private funds: no history
RAUM -3.0% over the last fiscal year-16% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Nov 23, 2020; every figure names its basis
RAUM per advisor
$36.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
73derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.8MderivedHNW RAUM over HNW clients
Average account
$246,870derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-3.0%derivedbetween the last two annual amendments
Advisor growth, one year
+33%derivedItem 5.B.3 between annual amendments
Client growth, one year
+20%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Wrap fee program
$147MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$86.1M59%
  • Individuals$57.9M39%
  • Pension and profit-sharing plans$2.3M1.5%
  • Charitable organizations$411,8680.3%
Individual clients
244reported
HNW clients
49reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
594reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • William Irvin Rosenzweig · Managing Member/Ccocontrol
    since 07/2014 · owns 75% or more
Related persons
Schedule D 7.A
  • Midlantic Financial Strategies Group, LLC
    real estatey
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Business name · ROSENZWEIG & ASSOCIATES to RZ WEALTH
    Mar 30, 2020 to May 1, 2020
  • Accounts · 490 to 594
    Nov 25, 2019 to Mar 30, 2020
  • Advisory employees · 3 to 4
    Nov 25, 2019 to Mar 30, 2020
  • HNW clients · 43 to 49
    Nov 25, 2019 to Mar 30, 2020
  • Individual clients · 201 to 244
    Nov 25, 2019 to Mar 30, 2020
  • Employees · 9 to 6
    Nov 25, 2019 to Mar 30, 2020
  • State-registered IARs · 3 to 4
    Nov 25, 2019 to Mar 30, 2020
  • Discretionary RAUM · $151M to $146M
    Nov 25, 2019 to Mar 30, 2020
  • HNW RAUM · $94.9M to $86.1M
    Nov 25, 2019 to Mar 30, 2020
  • Individual RAUM · $49.5M to $57.9M
    Nov 25, 2019 to Mar 30, 2020
  • Non-discretionary RAUM · $406,972 to $409,084
    Nov 25, 2019 to Mar 30, 2020
  • Pension RAUM · $1.7M to $2.3M
    Nov 25, 2019 to Mar 30, 2020
  • Pooled vehicle RAUM · 0.0 to unset
    Nov 25, 2019 to Mar 30, 2020
  • RAUM · $151M to $147M
    Nov 25, 2019 to Mar 30, 2020
  • Wrap assets (sponsor) · $7.2M to $0
    Nov 25, 2019 to Mar 30, 2020
  • Accounts · 473 to 490
    Oct 11, 2018 to Mar 28, 2019
  • HNW clients · 57 to 43
    Oct 11, 2018 to Mar 28, 2019
  • Individual clients · 178 to 201
    Oct 11, 2018 to Mar 28, 2019
  • Pension plan clients · 6.0 to unset
    Oct 11, 2018 to Mar 28, 2019
  • Employees · 7 to 9
    Oct 11, 2018 to Mar 28, 2019
  • Discretionary RAUM · $127M to $151M
    Oct 11, 2018 to Mar 28, 2019
  • HNW RAUM · $88.9M to $94.9M
    Oct 11, 2018 to Mar 28, 2019
  • Individual RAUM · $30.9M to $49.5M
    Oct 11, 2018 to Mar 28, 2019
  • Non-discretionary RAUM · $442,526 to $406,972
    Oct 11, 2018 to Mar 28, 2019
  • Pension RAUM · $6.9M to $1.7M
    Oct 11, 2018 to Mar 28, 2019
  • RAUM · $128M to $151M
    Oct 11, 2018 to Mar 28, 2019
  • Wrap assets (sponsor) · $0 to $7.2M
    Oct 11, 2018 to Mar 28, 2019
  • Accounts · 1,009 to 473
    Sep 20, 2017 to Mar 26, 2018
  • Advisory employees · 5 to 3
    Sep 20, 2017 to Mar 26, 2018
  • Advisory activities · 2 to 3
    Sep 20, 2017 to Mar 26, 2018
  • BD registered reps · 5 to 0
    Sep 20, 2017 to Mar 26, 2018
  • HNW clients · unset to 57.0
    Sep 20, 2017 to Mar 26, 2018
  • Individual clients · unset to 178.0
    Sep 20, 2017 to Mar 26, 2018
  • Pension plan clients · unset to 6.0
    Sep 20, 2017 to Mar 26, 2018
  • Commission compensation · true to false
    Sep 20, 2017 to Mar 26, 2018
  • Employees · 8 to 7
    Sep 20, 2017 to Mar 26, 2018
  • State-registered IARs · 5 to 3
    Sep 20, 2017 to Mar 26, 2018
  • Other offices · unset to 0.0
    Sep 20, 2017 to Mar 26, 2018
  • Discretionary RAUM · $247M to $127M
    Sep 20, 2017 to Mar 26, 2018
  • HNW RAUM · unset to 88897299.0
    Sep 20, 2017 to Mar 26, 2018
Signals
2 dated events
  • Rz Wealth reported RAUM $127.7M, down 48% from $247.0M (2017-09-20 to 2018-03-26)
    Mar 26, 2018 · RAUM change · derived
  • Renaissance Investment Consultants Holding Company, Llc filed its initial SEC registration (Form ADV)
    Aug 6, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026