$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-25-2008
- Office Locations
- 1
Office Locations
-- Waban MA
About Wenning Investments, LLC
Wenning Investments, LLC is an owner-led RIA focused on active management and risk-aware portfolio construction for retail clients, including business owners, entrepreneurs, and accredited investors. Portfolios emphasize asset allocation with a notable fixed-income and cash orientation alongside public funds and ETFs. Custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRENDA PHILBRICK WENNING
Owner, PRINCIPAL
- CRD
- #2030965
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,024,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,024,272 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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