WENNING INVESTMENTS, LLC

WENNING INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 146887). Regulatory assets under management: $40.0M.

Registration

• CRD: 146887
• Type: Registered investment adviser
• Phone: (617) 448-5826
• Latest filing: 2026-02-23
• Regulatory AUM: $40.0M
• Discretionary AUM: $40.0M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146887 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search