Lauris Lambergs
Renaissance Wealth Advisors · Newton, Massachusetts
Lauris Lambergs is a fee-only financial advisor at Renaissance Wealth Advisors in Newton, Massachusetts. Renaissance Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Renaissance Wealth Advisors |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $109.9M across 459 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4001420 |
| Exams passed | Series 63 (1999) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rw-advisors.com |
| Profile |
How Lauris's firm compares
- Renaissance Wealth Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Lauris
Is Lauris Lambergs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauris holds no broker registration, and Renaissance Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauris charge for financial advice?
Lauris's firm, Renaissance Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lauris Lambergs based?
Lauris Lambergs is based in Newton, Massachusetts.
Is Lauris Lambergs registered with the SEC?
Yes. Lauris Lambergs is registered as an investment adviser representative in MA (CRD 4001420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Renaissance Wealth Advisors manage?
Renaissance Wealth Advisors reports $109.9M across 459 accounts in assets under management.
How do I contact Lauris Lambergs?
Through Lauris's website, www.rw-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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