LP Profile

Wrenne Financial Planning

Also known as wrenne financial planning

Wealth ManagerLexington, United StatesFounded 2014
$298M
Assets Under Management
Lexington
Headquarters
Investment Focus

About Wrenne Financial Planning

Wrenne Financial Planning LLC guides physicians & their families in utilizing their financial resources to achieve a more satisfying & enriched life. Visit our website today to speak to a physician focused financial advisor!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wrenne Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$297.9M
Total Clients
2,351
Filing Date
May 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Wrenne Financial Planning?

Wrenne Financial Planning is a wealth manager based in Lexington, United States, managing approximately $298M in assets.

Where is Wrenne Financial Planning headquartered?

Wrenne Financial Planning is headquartered in Lexington, United States.

How much does Wrenne Financial Planning manage?

Wrenne Financial Planning manages approximately $298M in assets under management.

When was Wrenne Financial Planning founded?

Wrenne Financial Planning was founded in 2014.

How can I contact Wrenne Financial Planning?

Verified contact details, key decision-makers, and investment preferences for Wrenne Financial Planning are available on LPbacked. Create a free account to access them.