DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WRENN FINANCIAL STRATEGIES, INC.

CRD 109214

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9202f5e-0ab6-132e-785d-be41c6a114c3

Data as of Feb 14, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 20, 2012 to Feb 14, 2022
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $225MItem 5.F on the latest filing (2022-02-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $187M
Private client RAUM: $219MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 472
Individual clients: 120
High net worth clients: 63
SEC number: 801-57183
CRD: 109214
Filings on the tape: 14
First filed: Mar 20, 2012
Latest filed: Feb 14, 2022
Organised: Corporation, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	12/2021	Feb 14, 2022	Feb 14, 2022
WRENN, JANICE, REGI	VICE PRESIDENT	Na	yes	04/1988	Mar 20, 2012	Feb 14, 2022
WRENN, MAXIE, EDWARD	PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	yes	04/1988	Mar 20, 2012	Feb 14, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 1, 2021	$225M	$187M	3	3	0	n/a	n/a
2019	Mar 3, 2020	$196M	$161M	3	2	0	n/a	n/a
2018	Feb 15, 2019	$151M	$120M	3	2	0	n/a	n/a
2017	Mar 15, 2018	$154M	$119M	3	2	0	n/a	n/a
2016	Mar 8, 2017	$138M	$107M	3	2	n/a	n/a	n/a
2015	Mar 28, 2016	$131M	$103M	3	2	n/a	n/a	n/a
2014	Mar 11, 2015	$131M	$103M	3	2	n/a	n/a	n/a
2013	Mar 17, 2014	$124M	$95.0M	3	2	n/a	n/a	n/a
2012	Mar 21, 2013	$113M	$87.4M	3	2	n/a	n/a	n/a
2011	Mar 20, 2012	$103M	$80.4M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$225M	$196M	14.8%	$154M	13.6%	3	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Mar 29, 2022	Feb 22, 2022	RALEIGH, NC	Team lift out	RIA to RIA	100.0%

Relationships

Controls (3)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Feb 14, 2022 to presentfactForm ADV
← WRENN, MAXIE, EDWARDOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 20, 2012 to presentfactForm ADV
← WRENN, JANICE, REGIOwnerVICE PRESIDENT, ownership code NA, individual
Mar 20, 2012 to presentfactForm ADV

Registered with (2)

← FRANCES HOLSHOUSER HYMILLERAdvisorregistration: previous registration
Jun 28, 2005 to Mar 29, 2022factForm ADV
← AMY RAY BOYDAdvisorregistration: previous registration
Dec 11, 2020 to Mar 29, 2022factForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Mar 29, 2022 to Feb 22, 2022factForm ADV

Dated events

Occurred
Mar 29, 2022
Team lift-out
2 advisors left Wrenn Financial Strategies, Inc. (Raleigh, NC) for Mercer Global Advisors Inc. on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 29, 2022
Advisor changed firm
Frances Holshouser Hymiller left Wrenn Financial Strategies, Inc. for Mercer Global Advisors Inc. (registered 2022-02-22)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Advisor changed firm
Amy Ray Boyd left Wrenn Financial Strategies, Inc. for Mercer Global Advisors Inc. (registered 2022-02-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9202f5e-0ab6-132e-785d-be41c6a114c3
First observed: Mar 20, 2012
Last observed: Feb 14, 2022 56 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WRENN FINANCIAL STRATEGIES, INC.

CRD 109214

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9202f5e-0ab6-132e-785d-be41c6a114c3

Data as of Feb 14, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

12/2021

Feb 14, 2022

WRENN, JANICE, REGI

VICE PRESIDENT

yes

04/1988

Mar 20, 2012

Feb 14, 2022

WRENN, MAXIE, EDWARD

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

04/1988

Mar 20, 2012

Feb 14, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 1, 2021

$225M

$187M

n/a

2019

Mar 3, 2020

$196M

$161M

n/a

2018

Feb 15, 2019

$151M

$120M

n/a

2017

Mar 15, 2018

$154M

$119M

n/a

2016

Mar 8, 2017

$138M

$107M

n/a

2015

Mar 28, 2016

$131M

$103M

n/a

2014

Mar 11, 2015

$131M

$103M

n/a

2013

Mar 17, 2014

$124M

$95.0M

n/a

2012

Mar 21, 2013

$113M

$87.4M

n/a

2011

Mar 20, 2012

$103M

$80.4M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$225M

$196M

14.8%

$154M

13.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Mar 29, 2022

Feb 22, 2022

RALEIGH, NC

Team lift out

RIA to RIA

100.0%