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HEISTEN WRENN PRIVATE WEALTH, LLC

ANCHORAGE, AK · CRD 315647 · IAPD ↗ · heistenfinancial.com · 907-222-6270

$231.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — HEISTEN WRENN PRIVATE WEALTH, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2026 — HEISTEN FINANCIAL, LLC is now doing business as HEISTEN WRENN PRIVATE WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
62
February 2026 — HEISTEN WRENN PRIVATE WEALTH, LLC reported RAUM up 37% ($168.7M -> $231.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — HEISTEN FINANCIAL, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
February 2025 — HEISTEN FINANCIAL, LLC reported RAUM up 36% ($124.1M -> $168.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — HEISTEN FINANCIAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2024 — HEISTEN FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2024 — HEISTEN FINANCIAL, LLC reported RAUM up 30% ($95.6M -> $124.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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