Be advised. This firm is no longer registered.

Wrenn Financial Strategies, Inc.

Wrenn Financial Strategies, Inc. (CRD# 109214) is a financial advisory firm headquartered in Raleigh, NC. They manage $225,394,544 in 472 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8352 Six Forks Road, Suite 201, Raleigh, NC 27615
https://www.wrennfinancial.com/
By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $477,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NC, TX

Financial Advisors at Wrenn Financial Strategies, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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