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WRENNE FINANCIAL PLANNING LLC
CRD 173029File 801-124952
APPROVED
Retail clients
Disclosure events
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$297.9M
Below cohort median (national)
Discretionary AUM
$297.9M
Clients
428
2,351 accounts
Employees
11
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 5, 2022
- Principal office
- Not reported
- Phone
- 859-538-6044
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $297.9M
- Discretionary AUM
- $297.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,351
- Non-discretionary accounts
- 0
- Total accounts
- 2,351
- AUM per client
- $696K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 99 | $209.8M |
| Individuals (other than high net worth individuals) | 329 | $88.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 404 | 428 | increased by24 |
| Apr 1, 2026 | AUM | $231,316,219 | $297,914,898 | increased by$66,598,679 |
| Apr 1, 2026 | Accounts | 2,137 | 2,351 | increased by214 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 11 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 257 | 404 | increased by147 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $58,927,806 | $231,316,219 | increased by$172,388,413 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 922 | 2,137 | increased by1,215 |
| Jun 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WRENNE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WRENNE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.