# Wrenn House Investments LLC

> Wrenn House Investments LLC is a state-registered investment advisory firm in Winston Salem, NC, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 291425
- Filed as: WRENN HOUSE INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winston Salem, NC
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291425
- AdvisorCensus page: https://advisorcensus.com/firm/wrenn-house-investments-llc-winston-salem-nc-291425

## Quick answers

**How is Wrenn House Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wrenn House Investments LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wrenn House Investments LLC located?**
Wrenn House Investments LLC's principal office is in Winston Salem, NC, according to its Form ADV.

**Is Wrenn House Investments LLC registered with the SEC or a state?**
Wrenn House Investments LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291425.

**How much does Wrenn House Investments LLC manage?**
Wrenn House Investments LLC reports $5,638,397 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Wrenn House Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (5); investment companies (1).

**Does Wrenn House Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291425

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,638,397
- Discretionary: $5,638,397
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $2,438,348 |
| High net worth individuals | 5 | $3,199,038 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $1,011 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wrenn House Investments LLC (CRD 291425): Form ADV filing data as of October 2026.