{
  "crd_number": 315647,
  "slug": "heisten-wrenn-private-wealth-llc-anchorage-ak-315647",
  "primary_business_name": "HEISTEN WRENN PRIVATE WEALTH, LLC",
  "legal_name": "HEISTEN WRENN PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Anchorage",
  "state": "AK",
  "country": "United States",
  "cbsa_code": "11260",
  "metro": {
    "cbsa_code": "11260",
    "common_name": "Anchorage",
    "msa_name": "Anchorage, AK",
    "path": "/advisors/ak/anchorage"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-06",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-14",
  "carried_forward": false,
  "raum_total": 231786343.0,
  "raum_discretionary": 231786343.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 37421773.0,
      "count": 153
    },
    "pension_profit_sharing": {
      "raum": 22865632.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 169049600.0,
      "count": 63
    },
    "corporations_other_businesses": {
      "raum": 2449338.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "LA",
    "NV",
    "TX"
  ],
  "websites": [
    "https://facebook.com/heistenfinancial",
    "https://heistenfinancial.com",
    "https://linkedin.com/company/heisten-financial-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315647",
  "city_as_filed": "ANCHORAGE",
  "url": "https://advisorcensus.com/firm/heisten-wrenn-private-wealth-llc-anchorage-ak-315647",
  "display_name": "Heisten Wrenn Private Wealth, LLC",
  "summary": "Heisten Wrenn Private Wealth, LLC is an SEC-registered investment advisory firm in Anchorage, AK, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.",
  "citation": "AdvisorCensus. Heisten Wrenn Private Wealth, LLC (CRD 315647): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Heisten Wrenn Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Heisten Wrenn Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Heisten Wrenn Private Wealth, LLC located?",
      "a": "Heisten Wrenn Private Wealth, LLC's principal office is in Anchorage, AK, according to its Form ADV."
    },
    {
      "q": "Is Heisten Wrenn Private Wealth, LLC registered with the SEC or a state?",
      "a": "Heisten Wrenn Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315647."
    },
    {
      "q": "How much does Heisten Wrenn Private Wealth, LLC manage?",
      "a": "Heisten Wrenn Private Wealth, LLC reports $231,786,343 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Heisten Wrenn Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Heisten Wrenn Private Wealth, LLC: Regulatory assets under management: $0 in the October 2021 data and $231,786,343 in the October 2026 data. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Heisten Wrenn Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153); high net worth individuals (63); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Heisten Wrenn Private Wealth, LLC use?",
      "a": "Heisten Wrenn Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Heisten Wrenn Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315647"
    },
    {
      "q": "Does Heisten Wrenn Private Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"There is generally a minimum account size of $300,000 to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in Heisten Wrenn Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2021-08-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 114518018.0,
      "total_employees": 3,
      "filing_date": "2022-03-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 95569935.0,
      "total_employees": 2,
      "filing_date": "2023-01-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124137768.0,
      "total_employees": 3,
      "filing_date": "2024-02-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 168715791.0,
      "total_employees": 4,
      "filing_date": "2025-01-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 231786343.0,
      "total_employees": 3,
      "filing_date": "2026-05-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Changed its legal name from Heisten Financial, LLC to Heisten Wrenn Private Wealth, LLC.",
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $168,715,791 to $231,786,343 (+37%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$300,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $300,000"
        ],
        "quotes": [
          "There is generally a minimum account size of $300,000 to open and maintain an advisory account."
        ]
      }
    ],
    "quotes": [
      "There is generally a minimum account size of $300,000 to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/heisten-wrenn-private-wealth-llc-anchorage-ak-315647.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 153,
      "fewer_than_5": false,
      "raum": 37421773.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 63,
      "fewer_than_5": false,
      "raum": 169049600.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 22865632.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2449338.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315647",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}