# WRENN FINANCIAL STRATEGIES, INC.

WRENN FINANCIAL STRATEGIES, INC. of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 109214
- Type: SEC-registered investment adviser
- SEC file number: 801-57183
- Location: 8352 SIX FORKS ROAD, SUITE 201, RALEIGH, NC, 27615
- Phone: 919-848-9999
- Latest filing: 2022-02-14
- Regulatory AUM: $225.4M
- Discretionary AUM: $187.0M
- Non-discretionary AUM: $38.4M
- Clients: 3
- Accounts: 472

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| WRENN MAXIE EDWARD | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WRENN JANICE REGI | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109214/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109214/similar
- Related entities: https://search.stillhousedata.com/firm/109214/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109214

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.