WRENN FINANCIAL STRATEGIES, INC.
CRD #109214 SEC #801-57183 RALEIGH, NC 919-848-9999
SEC Registered
Total AUM
$225.4M
Discretionary
$187M
Employees
3
Clients
101
Accounts
472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $225.4M | $187M | $38.4M | 3 | 7 |
| Feb 2022 | $225.4M | $187M | $38.4M | 3 | 7 |
| Mar 2021 | $225.4M | $187M | $38.4M | 3 | 7 |
| Jun 2020 | $196.4M | $161.2M | $35.2M | 3 | 13 |
| Mar 2020 | $196.4M | $161.2M | $35.2M | 3 | 13 |
| Feb 2019 | $150.7M | $120.3M | $30.4M | 3 | 9 |
| Mar 2018 | $153.9M | $118.9M | $35.1M | 3 | 11 |
| Mar 2017 | $138M | $106.5M | $31.5M | 3 | 200 |
| Dec 2016 | $130.5M | $103.2M | $27.3M | 3 | 200 |
| Mar 2016 | $130.5M | $103.2M | $27.3M | 3 | 200 |
| Mar 2015 | $130.9M | $103.4M | $27.5M | 3 | 200 |
| Mar 2014 | $124M | $95M | $29M | 3 | 200 |
| Mar 2013 | $112.6M | $87.4M | $25.2M | 3 | 200 |
| Mar 2012 | $103M | $80.4M | $22.6M | 1 | 200 |
| Mar 2008 | $87.2M | $77.1M | $10.1M | 5 | -- |
| Mar 2007 | $77.3M | $68.1M | $9.2M | 5 | -- |
| Mar 2006 | $69.6M | $61.2M | $8.3M | 5 | -- |
| Mar 2004 | $53.3M | $49.4M | $3.8M | 5 | -- |
| Apr 2002 | $49.7M | $45.6M | $4.1M | 5 | -- |
| Jul 2001 | $49.7M | $45.8M | $3.9M | 5 | -- |
DateFeb 2022
Total AUM$225.4M
Discretionary$187M
Non-Disc.$38.4M
Employees3
Clients7
DateFeb 2022
Total AUM$225.4M
Discretionary$187M
Non-Disc.$38.4M
Employees3
Clients7
DateMar 2021
Total AUM$225.4M
Discretionary$187M
Non-Disc.$38.4M
Employees3
Clients7
DateJun 2020
Total AUM$196.4M
Discretionary$161.2M
Non-Disc.$35.2M
Employees3
Clients13
DateMar 2020
Total AUM$196.4M
Discretionary$161.2M
Non-Disc.$35.2M
Employees3
Clients13
DateFeb 2019
Total AUM$150.7M
Discretionary$120.3M
Non-Disc.$30.4M
Employees3
Clients9
DateMar 2018
Total AUM$153.9M
Discretionary$118.9M
Non-Disc.$35.1M
Employees3
Clients11
DateMar 2017
Total AUM$138M
Discretionary$106.5M
Non-Disc.$31.5M
Employees3
Clients200
DateDec 2016
Total AUM$130.5M
Discretionary$103.2M
Non-Disc.$27.3M
Employees3
Clients200
DateMar 2016
Total AUM$130.5M
Discretionary$103.2M
Non-Disc.$27.3M
Employees3
Clients200
DateMar 2015
Total AUM$130.9M
Discretionary$103.4M
Non-Disc.$27.5M
Employees3
Clients200
DateMar 2014
Total AUM$124M
Discretionary$95M
Non-Disc.$29M
Employees3
Clients200
DateMar 2013
Total AUM$112.6M
Discretionary$87.4M
Non-Disc.$25.2M
Employees3
Clients200
DateMar 2012
Total AUM$103M
Discretionary$80.4M
Non-Disc.$22.6M
Employees1
Clients200
DateMar 2008
Total AUM$87.2M
Discretionary$77.1M
Non-Disc.$10.1M
Employees5
Clients--
DateMar 2007
Total AUM$77.3M
Discretionary$68.1M
Non-Disc.$9.2M
Employees5
Clients--
DateMar 2006
Total AUM$69.6M
Discretionary$61.2M
Non-Disc.$8.3M
Employees5
Clients--
DateMar 2004
Total AUM$53.3M
Discretionary$49.4M
Non-Disc.$3.8M
Employees5
Clients--
DateApr 2002
Total AUM$49.7M
Discretionary$45.6M
Non-Disc.$4.1M
Employees5
Clients--
DateJul 2001
Total AUM$49.7M
Discretionary$45.8M
Non-Disc.$3.9M
Employees5
Clients--