|
⚲
|
| Keyboard |
| Wrenne Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 173029 |
| SEC # | 801-124952 |
| CIK # | 0002023054 |
| AUM | 297.9 M (2026-05-31) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 859-538-6044 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 5.5 | ||
| Apple Inc | 3.9 | ||
| Microsoft Corp | 0.8 | ||
| Broadcom Inc | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 88.1 |
| (b) Individuals (high net worth individuals) | 99 | 209.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,351 | 297.9 |
| By Discretionary | ||
| Discretionary | 2,351 | 297.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,351 | 297.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.9 | |
| Total | 2,351 | 297.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023054] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trunorth Financial Services Inc
✚
|
PA | 309.5 M |
|
Prairie Sky Financial Group LLC
✚
|
IL | 302.1 M |
|
Resolute Capital LLC
✚
|
SC | 300.8 M |
|
Krane Financial Solutions LLC
✚
|
CA | 295.0 M |
|
Luken Investment Analytics LLC
✚
|
TN | 292.2 M |
|
Apex Strategic Wealth LLC
✚
|
TN | 292.1 M |
|
Vivid Wealth Management LLC
✚
|
IA | 290.9 M |
|
Worth Asset Management LLC
✚
|
TX | 288.2 M |
|
One Wealth Map LLC
✚
|
NV | 287.4 M |
|
Skyview Financial Group LLC
✚
|
FL | 286.6 M |