← Tributary

WRENNE FINANCIAL PLANNING LLC

· CRD 173029 · IAPD ↗ · 859-538-6044

$297.9MRegulatory AUM
6Advisory reps
11Employees
20Clients
251-500Planning clients
0Private funds
30States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — WRENNE FINANCIAL PLANNING LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2026 — WRENNE FINANCIAL PLANNING LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2026 — WRENNE FINANCIAL PLANNING LLC notice-filed in NE, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — WRENNE FINANCIAL PLANNING LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — WRENNE FINANCIAL PLANNING LLC reported RAUM up 29% ($231.3M -> $297.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — WRENNE FINANCIAL PLANNING LLC reports 251-500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2026 — WRENNE FINANCIAL PLANNING LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — WRENNE FINANCIAL PLANNING LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — WRENNE FINANCIAL PLANNING LLC reported RAUM up 65% ($139.9M -> $231.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2024 — WRENNE FINANCIAL PLANNING LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.