WRENN FINANCIAL STRATEGIES, INC.

WRENN FINANCIAL STRATEGIES, INC. of RALEIGH, NC is an SEC-registered investment adviser (CRD 109214). Regulatory assets under management: $225.4M.

Registration

• CRD: 109214
• SEC file number: 801-57183
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• CRD 109214 on SEC IAPD (source of record)
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