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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WRENNE FINANCIAL PLANNING LLC

CRD 173029

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:c97da926-9d55-8399-04e4-014a009e16d0

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Apr 5, 2022 to Sep 3, 2026
20 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $298MItem 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $298M
Private client RAUM: $298MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $49.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 2,351
Individual clients: 329
High net worth clients: 99
SEC number: 801-124952
CRD: 173029
Filings on the tape: 20
First filed: Apr 5, 2022
Latest filed: Sep 3, 2026
Organised: Limited Liability Company, KY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL BRYAN WRENNE	Certified Financial Planner	Lexington, KY \| LEXINGTON, KY	11	20	1	no
JENNIFER DELORBE QUIRE	Certified Financial Planner	LEXINGTON, KY \| Boulder, CO	8	15	1	no
JEFFREY EARL WENGER	Certified Financial Planner	LEXINGTON, KY \| North Canton, OH	5	16	n/a	no
HUGH BRADLEY BAKER	Certified Financial Planner	Gulf Breeze, FL \| LEXINGTON, KY	4	11	1	no
Jacqueline Claire Silvis	Certified Financial Planner	Denver, CO \| LEXINGTON, KY	3	10	n/a	no
HEATHER JOY LOVALLO	Certified Financial Planner	LEXINGTON, KY \| Pace, FL	2	17	1	no

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
QUIRE, JENNIFER, DELORBE	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	B	yes	12/2021	Apr 5, 2022	May 17, 2024
WRENNE, DANIEL, BRYAN	CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER	E	yes	08/2014	Apr 5, 2022	May 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 23, 2026	$298M	$298M	11	6	6	n/a	n/a
2024	Apr 16, 2025	$231M	$231M	11	6	6	n/a	n/a
2023	Mar 22, 2024	$140M	$140M	9	5	0	n/a	n/a
2022	Mar 24, 2023	$98.1M	$98.1M	8	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

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
2025	$298M	$231M	28.8%	$98.1M	44.8%	11	11	6	6

Relationships

Registered with (6)

← HEATHER JOY LOVALLOAdvisorregistration: current employment
Feb 28, 2024 to presentfactForm ADV
← Jacqueline Claire SilvisAdvisorregistration: current employment
Apr 20, 2023 to presentfactForm ADV
← HUGH BRADLEY BAKERAdvisorregistration: current employment
Jun 2, 2022 to presentfactForm ADV
← JEFFREY EARL WENGERAdvisorregistration: current employment
May 24, 2021 to presentfactForm ADV
← JENNIFER DELORBE QUIREAdvisorregistration: current employment
May 30, 2018 to presentfactForm ADV
← DANIEL BRYAN WRENNEAdvisorregistration: current employment
Nov 3, 2014 to presentfactForm ADV

Controls (2)

← WRENNE, DANIEL, BRYANOwnerCHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER, ownership code E, individual
Apr 5, 2022 to May 17, 2024factForm ADV
← QUIRE, JENNIFER, DELORBEOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Apr 5, 2022 to May 17, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 5, 2022
First Form ADV filing
Wrenne Financial Planning Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
May 17, 2024
Wrenne Financial Planning Llc reported 5 offices beyond its principal office, up from 0 (2024-03-22 to 2024-05-17)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c97da926-9d55-8399-04e4-014a009e16d0
First observed: Apr 5, 2022
Last observed: Sep 3, 2026 17 days 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.

WRENNE FINANCIAL PLANNING LLC

CRD 173029

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:c97da926-9d55-8399-04e4-014a009e16d0

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL BRYAN WRENNE

Certified Financial Planner

Lexington, KY | LEXINGTON, KY

JENNIFER DELORBE QUIRE

Certified Financial Planner

LEXINGTON, KY | Boulder, CO

JEFFREY EARL WENGER

Certified Financial Planner

LEXINGTON, KY | North Canton, OH

n/a

HUGH BRADLEY BAKER

Certified Financial Planner

Gulf Breeze, FL | LEXINGTON, KY

Jacqueline Claire Silvis

Certified Financial Planner

Denver, CO | LEXINGTON, KY

n/a

HEATHER JOY LOVALLO

Certified Financial Planner

LEXINGTON, KY | Pace, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

QUIRE, JENNIFER, DELORBE

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

12/2021

Apr 5, 2022

May 17, 2024

WRENNE, DANIEL, BRYAN

CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER

yes

08/2014

Apr 5, 2022

May 17, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 23, 2026

$298M

n/a

2024

Apr 16, 2025

$231M

n/a

2023

Mar 22, 2024

$140M

n/a

2022

Mar 24, 2023

$98.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$298M

$231M

28.8%

$98.1M

44.8%