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Renew Family Wealth CRD 298618
$105M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 S. Coastal Way Unit 104, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-09-10 |
| LA | RA | APPROVED | 2019-01-15 |
Branch Locations
1 S. Coastal Way Unit 104, Jupiter, FL 33477 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Market Strategies Llc D/B/A Alpha Beta Gamma Wealth Mana | Palm Beach Gardens | FL | 03/2017 | 09/2018 |
| Hd Digital Llc | Palm Beach Gardens | FL | 03/2011 | 03/2018 |
| Capital Market Strategies Llc D/B/A Alpha Beta Gamma Wealth Mana | Palm Beach Gardens | FL | 03/2017 | 09/2018 |
| Blue World Naturals | Palm Beach Gardens | FL | 08/2015 | 04/2017 |
| Capital Market Strategies Llc D/B/A Alpha Beta Gamma Wealth Mana | West Palm Beach | FL | 05/2017 | 09/2018 |
| 633 Holdings Llc | Palm Beach Gardens | FL | 01/2017 | Present |
| Renew Family Wealth Llc | West Palm Beach | FL | 08/2018 | Present |
| Crossroads Real Estate Co | Jupiter | FL | 04/2020 | Present |
| Appfiles Inc | West Palm Beach | FL | 06/2021 | 11/2023 |
1) 633 Holdings LLC, investment related, Palm Beach Gardens, FL, Insurance Agency, Manager/Licensed Insurance Agent, Start Date 01/2017, approximately 40 hours/month devoted to this business with 40 hours/month during securities trading hours, effect transactions in insurance products 2) Crossroads Real Estate Co Inc, investment related, Jupiter, FL, Real Estate Broker, Real Estate Agent, Start Date 04/2020, approximately 10 hours/month devoted to this business with 0 hours/month during securities trading hours, negotiates and arranges real estate transactions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-23 |
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