WRENNE FINANCIAL PLANNING LLC
CRD #173029 SEC #801-124952 LEXINGTON, KY 859-538-6044
SEC Registered
Total AUM
$231.3M
Discretionary
$231.3M
Employees
11
Clients
26
Accounts
2,137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $231.3M | $231.3M | $0 | 11 | 23 |
| Aug 2025 | $231.3M | $231.3M | $0 | 11 | 23 |
| Jul 2025 | $231.3M | $231.3M | $0 | 11 | 23 |
| Apr 2025 | $231.3M | $231.3M | $0 | 11 | 23 |
| Mar 2025 | $231.3M | $231.3M | $0 | 11 | 23 |
| May 2024 | $139.9M | $139.9M | $0 | 9 | 30 |
| Mar 2024 | $139.9M | $139.9M | $0 | 9 | 30 |
| Oct 2023 | $113M | $113M | $0 | 9 | 40 |
| Sep 2023 | $113M | $113M | $0 | 9 | 40 |
| Jul 2023 | $98.1M | $98.1M | $0 | 8 | 40 |
| May 2023 | $98.1M | $98.1M | $0 | 8 | 40 |
| Mar 2023 | $98.1M | $98.1M | $0 | 8 | 40 |
| May 2022 | $58.9M | $58.9M | $0 | 5 | 64 |
| May 2022 | $58.9M | $58.9M | $0 | 5 | 64 |
| Apr 2022 | $58.9M | $58.9M | $0 | 5 | 64 |
DateOct 2025
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees11
Clients23
DateAug 2025
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees11
Clients23
DateJul 2025
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees11
Clients23
DateApr 2025
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees11
Clients23
DateMar 2025
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees11
Clients23
DateMay 2024
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees9
Clients30
DateMar 2024
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees9
Clients30
DateOct 2023
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees9
Clients40
DateSep 2023
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees9
Clients40
DateJul 2023
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees8
Clients40
DateMay 2023
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees8
Clients40
DateMar 2023
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees8
Clients40
DateMay 2022
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients64
DateMay 2022
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients64
DateApr 2022
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients64