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, individual-owned registered investment adviser that began SEC registration in 2022. The firm focuses on serving individual and family clients through fixed-fee financial planning and discretionary portfolio management, and it also runs educational seminars and workshops. According to its filings the firm does not identify as an active ESG investor, does not act as a pension consultant, and is not listed as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 95%, Exchange Traded Equities 4%, Cash & Cash Equivalents 1%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Daniel Wrenne

    Daniel Wrenne

    Owner & CEOCRD 5044257

Contacts

3 of 6
  • Heather Lovallo

    Heather Lovallo

    Financial PlannerCRD 5676729

  • Theresa Scheu

    CRD 8234949

  • Jennifer Quire

    Jennifer Quire

    OwnerCRD 5528041

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$334M in ETFs

Passive

99%

$332M

Active

0%

$2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$64.1M173,21519.18%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth