Overview
Assets Under Management: $231 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
WRENNE FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173029), WRENNE FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
WRENNE FINANCIAL PLANNING LLC is headquartered in LEXINGTON, KY.
WRENNE FINANCIAL PLANNING LLC serves 68 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, WRENNE FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
WRENNE FINANCIAL PLANNING LLC manages $231 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, WRENNE FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,137
Discretionary Accounts: 2,137
Regulatory Filings
CRD Number: 173029
Filing ID: 2047844
Last Filing Date: 2026-02-02 12:35:02