Heisten Wrenn Private Wealth, Llc
- Regulatory AUM
- $232M
- Discretionary
- $232M
- Clients
- 224
- Avg AUM / client
- $1.0M
- Accounts
- 621
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $37.4M | 16.1% |
| High net worth individuals | 63 | $169M | 72.9% |
| Pension and profit sharing plans | 8 | $22.9M | 9.86% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 1.06% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Lee Heisten | Managing Principal/Chief Compliance Officer | CFP | Jun 2021 (5y) | 75% or more |
| William Kenneth Wrenn | Registered representative | Nov 2021 (5y) |
Undisclosed: 0% – 25% 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) | 05/14/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Investments $197M (85% of AUM) May 2026
- Fidelity $115M (93% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗