Wrenne Financial Planning LLC
● SEC registered since 2022CRD 173029SEC# 801-124952
Reg. AUM
$297.9M
Employees
11
Accounts
2,351
Location
—
Wrenne Financial Planning LLC assets under management
Wrenne Financial Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $297.9 million in regulatory assets under management and employs 11 people.
Wrenne Financial Planning LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Bryan Wrenne Control | Chief Executive Officer And Chief Operating Officer | Over 75% | 2024 |
| Jennifer Delorbe Quire Control | Chief Financial Officer And Chief Compliance Officer | 10-25% | 2021 |
| Theresa F Scheu Control | Chief Marketing Officer | 5-10% | 2026 |
Frequently asked questions
How much does Wrenne Financial Planning LLC manage?
Wrenne Financial Planning LLC reports $297.9 million in regulatory assets under management on its Form ADV.
How many employees does Wrenne Financial Planning LLC have?
Wrenne Financial Planning LLC reports 11 employees.
Does Wrenne Financial Planning LLC disclose fund performance?
Wrenne Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 859-538-6044 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$297.9M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$297.9Mregulatory AUM
Discretionary $297.9M