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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WRENN, JANICE, REGI | I | VICE PRESIDENT | NA | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, JANICE, REGI | I | VICE PRESIDENT | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WRENN, MAXIE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 4, 2022 REGISTERED
Notice Filings (4)
FL LA NC TX
Address
8352 SIX FORKS ROAD, SUITE 201RALEIGH, NC 27615
United States
Phone: 919-848-9999