Wrenn House Investments LLC

RIASEC Registered
Total AUM
$5.6M
Discretionary
$5.6M
100% of AUM
Avg account
$117K
Accounts
48
Employees
1
Advisory reps
1

Firm details

Headquarters
Winston Salem, North Carolina
CRD number
291425
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI56.74%
  • Individuals43.25%
  • Investment Companies0.02%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Wrenn House Investments LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides portfolio management primarily for individuals, families and small businesses, and also lists institutional clients among its client types. Its fee model combines percentage-of-AUM fees with fixed-fee arrangements. The firm does not present itself as an active ESG investor, is not a multi-state adviser, and is not a capital allocator. An accounting affiliation is noted among its industry relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Cash & Cash Equivalents 20%, Exchange Traded Equities 15%65%
  • Public Funds/Mutual Funds65%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities15%

Contacts

1 of 1
  • Kathryn Higgins

    Kathryn Higgins

    Financial AdvisorCRD 6018765

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Forsyth
Address
1336 Ashley Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth