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Wrenne Financial Planning LLC

● SEC registered since 2022CRD 173029SEC# 801-124952Lexington, KY
Export (members)
Reg. AUM
$231.3M
Employees
11
Accounts
2,137
Location
Lexington, KY

Wrenne Financial Planning LLC assets under management

Wrenne Financial Planning LLC is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 2022. It reports $231.3 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/wrenne-financial-planning-llc/aboutView on SEC.gov ↗

Wrenne Financial Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Bryan Wrenne ControlChief Executive Officer And Chief Operating OfficerOver 75%2014
Jennifer Delorbe Quire ControlChief Financial Officer And Chief Compliance Officer10-25%2021

Frequently asked questions

How much does Wrenne Financial Planning LLC manage?

Wrenne Financial Planning LLC reports $231.3 million in regulatory assets under management on its Form ADV.

How many employees does Wrenne Financial Planning LLC have?

Wrenne Financial Planning LLC reports 11 employees.

Where is Wrenne Financial Planning LLC located?

Wrenne Financial Planning LLC is based in Lexington, KY and has been SEC-registered since 2022.

Does Wrenne Financial Planning LLC disclose fund performance?

Wrenne Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address996 E. New Circle Road, Unit #270, Lexington, KY 40505
Phone859-538-6044
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$231.3M
Non-discretionary$0
Total (RAUM)$231.3M