Wrenne Financial Planning Llc
- Regulatory AUM
- $298M
- Discretionary
- $298M
- Clients
- 428
- Avg AUM / client
- $696K
- Accounts
- 2,351
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 329 | $88.1M | 29.6% |
| High net worth individuals | 99 | $210M | 70.4% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Bryan Wrenne | Chief Executive Officer And Chief Operating Officer | CFP | Aug 2014 (12y) | 75% or more |
| Jennifer Delorbe Quire | Chief Financial Officer And Chief Compliance Officer | CFP | May 2018 (8y) | 10% – 25% |
| Jeffrey Earl Wenger | Registered representative | CFP | May 2021 (5y) | |
| Hugh Bradley Baker | Registered representative | CFP | Jun 2022 (4y) | |
| Jacqueline Claire Silvis | Registered representative | CFP | Apr 2023 (3y) | |
| Heather Joy Lovallo | Registered representative | CFP | Feb 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: TRANSACTING BUSINESS AS AN INVESTMENT ADVISER (GREATER THAN 5 CLIENTS) WITHIN THE STATE OF PENNSYLVANIA PRIOR TO REGISTRATION. Status: Final Sanction Detail: WRENNE FINANCIAL PLANNING PAID THE FINE OF $4,000 ON AUGUST 2ND, 2021. Summary: WRENNE FINANCIAL PLANNING AGREED TO PAY THE FINE WITHIN 30 DAYS OF THE EFFECTIVE DATE OF THE ORDER. IN ADDITION, WRENNE FINANCIAL PLANNING AGREED TO CEASE FROM ACTING AS AN INVESTMENT ADVISER WITHIN THE STATE OF PENNSYLVANIA UNTIL IT IS REGISTERED IN THE STATE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $269M (90% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗