CRD: 315647
Heisten Wrenn Private Wealth, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- GlacierVital
- Established Date
- 08-06-2021
- Office Locations
- 1
Office Locations
About Heisten Wrenn Private Wealth, LLC
HEISTEN WRENN PRIVATE WEALTH, LLC is an Anchorage, Alaska RIA providing personalized financial planning and discretionary portfolio management tailored to each client’s values, goals, and risk tolerance. The firm supports business owners, entrepreneurs, and retirees with wealth, tax, estate/legacy, retirement, and insurance planning. Portfolios primarily use ETFs and public funds; the practice reports custody through Fidelity/NFS and uses platforms such as Black Diamond.
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Services
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Owner & Executives
CHRISTOPHER LEE HEISTEN
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #5452103
- Ownership
- 50% but less than 75%
WILLIAM KENNETH WRENN
Certified Financial Planner
- CRD
- #7195106
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,786,343 | $373,247 |
| Non-Discretionary | $0 | -- |
| Total | $231,786,343 | $373,247 |
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Separately Managed Accounts
Total SMA Asset: $231,786,343
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,205,804,775 | 30.7% |
| Public Funds | $934,054,139 | 13.0% |
| Cash | $2,428,540,762 | 33.8% |
| Other | $1,616,632,164 | 22.5% |
| Total | $7,185,031,840 | 100.0% |