Heisten Wrenn Private Wealth, LLC
● SEC registered since 2021CRD 315647SEC# 801-122026Anchorage, AK
Reg. AUM
$231.8M
Employees
3
Accounts
621
Location
Anchorage, AK
Heisten Wrenn Private Wealth, LLC assets under management
Heisten Wrenn Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Anchorage, AK. The firm has been registered since 2021. It reports $231.8 million in regulatory assets under management and employs 3 people.
Heisten Wrenn Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Lee Heisten Control | Managing Member/Chief Compliance Officer | 50-75% | 2021 |
| William Kenneth Wrenn Control | Member | 25-50% | 2026 |
Frequently asked questions
How much does Heisten Wrenn Private Wealth, LLC manage?
Heisten Wrenn Private Wealth, LLC reports $231.8 million in regulatory assets under management on its Form ADV.
How many employees does Heisten Wrenn Private Wealth, LLC have?
Heisten Wrenn Private Wealth, LLC reports 3 employees.
Where is Heisten Wrenn Private Wealth, LLC located?
Heisten Wrenn Private Wealth, LLC is based in Anchorage, AK and has been SEC-registered since 2021.
Does Heisten Wrenn Private Wealth, LLC disclose fund performance?
Heisten Wrenn Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3150 C Street, Suite 225, Anchorage, AK 99503 |
| Phone | 907-222-6270 |
| Fax | 844-212-7621 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$231.8M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$231.8Mregulatory AUM
Discretionary $231.8M