Fee-only adviser · Anchorage, AK
Heisten Wrenn Private Wealth, LLC
Heisten Wrenn Private Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Anchorage, Alaska. On its latest Form ADV, filed May 14, 2026, it reports $232M in regulatory assets under management, 216 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 315647 · SEC file 801-122026 |
| Office | 3150 C Street Suite 225 Anchorage, AK 99503 |
| Phone | (907) 222-6270 |
| Website | www.heistenfinancial.com |
| Regulatory assets under management | $232M |
| Individual clients | 153 non-high-net-worth, 63 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Anchorage
- Alaska Wealth Advisors $1.2B
- Bright Road Wealth Management, LLC $443M
- Artica Financial Services LLC $28M
- Dynamic Capital Management, Inc. $13M
- Latash Investments, LLC $1.7B
- Outlook Financial Services $31M
See all 7 fee-only advisers in Anchorage →
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