{
  "crd_number": 306791,
  "slug": "wrona-investment-management-llc-306791",
  "primary_business_name": "WRONA INVESTMENT MANAGEMENT, LLC",
  "legal_name": "WRONA INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-02",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 34136580.0,
  "raum_discretionary": 34136580.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 34136580.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://linkedin.com/in/jeff-wrona-6a999528",
    "https://truerockfund.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306791",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wrona-investment-management-llc-306791",
  "display_name": "Wrona Investment Management, LLC",
  "summary": "Wrona Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Wrona Investment Management, LLC (CRD 306791): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Wrona Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wrona Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Wrona Investment Management, LLC registered with the SEC or a state?",
      "a": "Wrona Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306791."
    },
    {
      "q": "How much does Wrona Investment Management, LLC manage?",
      "a": "Wrona Investment Management, LLC reports $34,136,580 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wrona Investment Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wrona Investment Management, LLC: Regulatory assets under management: $7,347,249 in the October 2021 data and $34,136,580 in the October 2026 data, up 365%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wrona Investment Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Wrona Investment Management, 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/306791"
    },
    {
      "q": "What changed in Wrona Investment Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $23,630,146 to $34,136,580 (+44%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7347249.0,
      "total_employees": 1,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 8744510.0,
      "total_employees": 1,
      "filing_date": "2022-02-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7282648.0,
      "total_employees": 1,
      "filing_date": "2023-02-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 15211205.0,
      "total_employees": 2,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 23630146.0,
      "total_employees": 2,
      "filing_date": "2025-02-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 34136580.0,
      "total_employees": 2,
      "filing_date": "2026-06-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $23,630,146 to $34,136,580 (+44%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wrona-investment-management-llc-306791.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 34136580.0
    }
  ],
  "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/306791",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}