Wrenne Financial Planning LLC

RIASEC RegisteredEst. 2022

Total AUM

$298M

Discretionary

$298M

100% of AUM

Avg account

$127K

Accounts

2,351

Employees

11

Advisory reps

7

Firm details

Headquarters: ,
CRD number: 173029
Registered since: May 5, 2022
Website: wrennefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Fixed Fees
Client types: HNWI70.43%
Individuals29.57%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wrenne Financial Planning LLC is an independent, owner-operated registered investment adviser formed as a limited liability company and SEC-registered in 2022. The firm focuses on serving individuals and families, charging fixed fees rather than asset-based or commission compensation. Its primary service set centers on financial planning and portfolio management for individuals and small business clients, supplemented by educational seminars and workshops. The firm does not describe itself as a capital allocator, an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds95%
Exchange Traded Equities4%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Daniel Wrenne
Owner & CEOCRD 5044257

Contacts

3 of 6

Heather Lovallo
Financial PlannerCRD 5676729
Theresa Scheu
CRD 8234949
Jennifer Quire
OwnerCRD 5528041

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 49

Active vs passive

$291M in ETFs

Passive

99%

$288M

Active

0%

$2.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$54.3M	169,193	18.64%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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