Heisten Wrenn Private Wealth provides financial planning, portfolio management for individuals and small businesses, and estate planning.
Heisten Wrenn Private Wealth reports 224 clients. They include 153 individual clients, 63 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 100.0% ($232M across 621 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 16% |
| High-net-worth individuals | 28% | 73% |
| Pension and profit-sharing plans | 4% | 10% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 153 | $37.4M | 16.1% | $245K |
| High-net-worth individuals | 63 | $169M | 72.9% | $2.68M |
| Pension and profit-sharing plans | 8 | $22.9M | 9.9% | $2.86M |
| Corporations and other businesses | Fewer than 5 | $2.45M | 1.1% | — |
| Total | 224 | $232M | 100% | — |
- Clients
- 153
- Regulatory AUM
- $37.4M
- AUM share
- 16.1%
- Avg. per client
- $245K
- Clients
- 63
- Regulatory AUM
- $169M
- AUM share
- 72.9%
- Avg. per client
- $2.68M
- Clients
- 8
- Regulatory AUM
- $22.9M
- AUM share
- 9.9%
- Avg. per client
- $2.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.45M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 224
- Regulatory AUM
- $232M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Heisten Wrenn Private Wealth charges 0.80%–1.40% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Fixed fees for longer-term projects range from $2,500 to $5,000 per project; hourly fees range from $250 to $400 per hour; fees are negotiable.
Christopher Heisten owns 50% to 75% of Heisten Wrenn Private Wealth. The leadership team of Heisten Wrenn Private Wealth includes Chief Compliance Officer Christopher Heisten. It has 3 employees, 2 of them in advisory roles.
Leadership
- Christopher HeistenManaging Member/Chief Compliance Officer
- William WrennMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Heisten Wrenn Private Wealth, LLC
Christopher Heisten
Control person · since June 2021
- Owns 25% to 50% of Heisten Wrenn Private Wealth, LLC
William Wrenn
Control person · since January 2026
Heisten Wrenn Private Wealth’s regulatory assets grew 2.0× from $115M (March 2022) to $232M (May 2026); clients rose from 120 to 224 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $232M | 224 | 3 | 1 |
| January 2025 | $169M | 166 | 4 | 1 |
| February 2024 | $124M | 138 | 3 | 1 |
| January 2023 | $95.6M | 122 | 2 | 1 |
| March 2022 | $115M | 120 | 3 | 1 |
Besides its headquarters, Heisten Wrenn Private Wealth has 0 offices, with 1 listed address in Alaska.
Alaska · 1 listed address
- 3150 C Street, Suite 225, AnchorageHQ
Contact and registration details
- Legal name
- Heisten Wrenn Private Wealth, LLC
- Headquarters
- 3150 C Street, Suite 225, Anchorage, AK 99503
- Website
- heistenwrenn.com
- Phone
- 907-222-6270
- @heisten-financial-llc
- SEC file
- 801-122026
- Founded
- 2021
- Structure
- Alaska LLC
- Fiscal year end
- December
Heisten Wrenn Private Wealth uses Fidelity ($197M) as custodian for its separately managed accounts. Heisten Wrenn Private Wealth has custody of $101M in client assets for 82 clients.
- FidelityFidelity Investments · Boston, MA · $197M100%
At year end, Heisten Wrenn Private Wealth’s separately managed accounts were largely in stocks (45%) and funds (35%).
What the accounts hold
- Stocks45%
- Funds35%
- Cash15%
- Other5%
- Private debt & equity funds5%
How many clients does Heisten Wrenn Private Wealth have?
Heisten Wrenn Private Wealth has 224 clients and manages $232 million for them, as of May 2026. They include 153 individual clients, 63 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does Heisten Wrenn Private Wealth offer?
Heisten Wrenn Private Wealth provides financial planning, portfolio management for individuals and small businesses, and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Heisten Wrenn Private Wealth charge?
Heisten Wrenn Private Wealth charges 0.80%–1.40% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Heisten Wrenn Private Wealth use?
Heisten Wrenn Private Wealth’s separately managed account assets are held at Fidelity Investments (Boston, MA), with $197M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does Heisten Wrenn Private Wealth have?
Heisten Wrenn Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Heisten Wrenn Private Wealth invest in?
At the end of its last fiscal year, Heisten Wrenn Private Wealth’s separately managed accounts held 45% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents and 5% other. The 5% other category is described as: Private Debt & Equity Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Heisten Wrenn Private Wealth?
Heisten Wrenn Private Wealth’s direct owners are Christopher Heisten (50% to 75%) and William Wrenn (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does Heisten Wrenn Private Wealth get paid?
Heisten Wrenn Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Heisten Wrenn Private Wealth?
Heisten Wrenn Private Wealth’s main office is at 3150 C Street, Suite 225, Anchorage, AK 99503. Its phone number is 907-222-6270. Its website is heistenwrenn.com.