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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 24, 2025 and May 14, 2026, reported AUM increased 37.4%, from $168.7M to $231.8M.
Across 5 reported observations, AUM increased 102.4% between March 7, 2022 and May 14, 2026, from $114.5M to $231.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 224 clients, or 112 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Heisten Wrenn Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Heisten Wrenn Private Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.