# Wrona Investment Management, LLC

> 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.

- CRD: 306791
- Filed as: WRONA INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306791
- AdvisorCensus page: https://advisorcensus.com/firm/wrona-investment-management-llc-306791

## Quick answers

**How is Wrona Investment Management, LLC compensated?**
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.

**Is Wrona Investment Management, LLC registered with the SEC or a state?**
Wrona Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306791.

**How much does Wrona Investment Management, LLC manage?**
Wrona Investment Management, LLC reports $34,136,580 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**How have Wrona Investment Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Wrona Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Wrona Investment Management, LLC report any disciplinary disclosures?**
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

**What changed in Wrona Investment Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $23,630,146 to $34,136,580 (+44%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $34,136,580
- Discretionary: $34,136,580
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $34,136,580 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truerockfund.com
- LinkedIn @jeff-wrona-6a999528

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,347,249 | 1 | June 25, 2021 |
| October 2022 | $8,744,510 | 1 | February 15, 2022 |
| October 2023 | $7,282,648 | 1 | February 21, 2023 |
| October 2024 | $15,211,205 | 2 | July 1, 2024 |
| October 2025 | $23,630,146 | 2 | February 18, 2025 |
| October 2026 | $34,136,580 | 2 | June 26, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $23,630,146 to $34,136,580 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wrona Investment Management, LLC (CRD 306791): Form ADV filing data as of October 2026.