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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wrenne Financial Planning LLC
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|---|---|
| CRD # | 173029 |
| SEC # | 801-124952 |
| CIK # | 0002023054 |
| AUM | $231.3 M (2025-07-02) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 859-538-6044 |
| Address | 996 E New Circle Road Lexington, KY 40505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 4.9 | ||
| Apple Inc | 3.3 | ||
| Microsoft Corp | 1.2 | ||
| Broadcom Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 91.3 |
| (b) Individuals (high net worth individuals) | 68 | 140.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,137 | 231.3 |
| By Discretionary | ||
| Discretionary | 2,137 | 231.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,137 | 231.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.3 | |
| Total | 2,137 | 231.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002023054] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bradford Financial Center
✚
|
IA | 0.2 |
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.2 |
|
Red Spruce Capital LLC
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|
PA | 0.2 |
|
Alpha Advisors LLC
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|
VA | 0.2 |
|
O'Brien Investment Management LLC
✚
|
CA | 0.2 |
|
Knox Wealth Partners Advisory LLC
✚
|
TN | 0.2 |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 0.2 |
|
Capitol Financial Consultants Inc
✚
|
VA | 0.2 |
|
Capstone Wealth Advisors LLC
✚
|
OR | 0.2 |
|
Scott Marsh Financial LLC
✚
|
0.2 |