Wrenne Financial Planning LLC
Wrenne Financial Planning LLC is an SEC-registered mass-market adviser in Lexington, KY with $297.9M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Wrenne Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173029, SEC 801-124952, data through 2026-05-31.
- AUM (assets under management / regulatory AUM)
- $297.9M (2026-05-31)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 11
- Clients
- 428
- CRD
- 173029
- Ownership
- WRENNE, DANIEL, BRYAN; QUIRE, JENNIFER, DELORBE; Scheu, Theresa, F
How much AUM does Wrenne Financial Planning LLC have?
Wrenne Financial Planning LLC reported $297.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-31).
Who owns Wrenne Financial Planning LLC?
Disclosed owners and executives of Wrenne Financial Planning LLC include WRENNE, DANIEL, BRYAN, QUIRE, JENNIFER, DELORBE, Scheu, Theresa, F. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.