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WRENNE FINANCIAL PLANNING LLC

CRD 173029 · SEC 801-124952

Visit website

AZ, United States

Phone

859-538-6044

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$297.9M

Discretionary AUM

$297.9M

Team

11 total employees; 6 advisory reps; 20 broker-dealer reps

Clients

251-500

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals329$88.1M
High net worth individuals99$209.8M

States served

AZ, CA, CO, GA, IL, IN, KS, KY, LA, MA, MI, MN, MS, NE, NJ, NY, NC, OH, OR, PA, TN, VA, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD