Fee-only adviser · Winston Salem, NC
Wrenn House Investments LLC
Wrenn House Investments LLC is a fee-only investment adviser registered with the securities regulator of North Carolina, with its main office in Winston Salem, North Carolina. On its latest Form ADV, filed March 11, 2026, it reports $5.6M in regulatory assets under management, 33 individual clients and 1 employee who gives 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 | State-registered: North Carolina |
|---|---|
| Firm CRD number | 291425 |
| Office | 1336 Ashley Square Winston Salem, NC 27103 |
| Phone | (336) 245-8636 |
| Website | Not listed |
| Regulatory assets under management | $5.6M |
| Individual clients | 28 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Winston Salem
- Salem Investment Counselors Inc $4.2B
- Three Magnolias Financial Advisors $487M
- Arbor Investment Advisors $1.3B
- Sheets Smith Wealth Management $1.4B
- Your Capital Financial, LLC $62M
- Scholar Financial Advising, LLC Not reported
See all 14 fee-only advisers in Winston Salem →
Nearby
- Pfafftown 1 firm
- Lewisville 1 firm
- Bermuda Run 1 firm
- Oak Ridge 1 firm
- Salisbury 1 firm
- Greensboro 16 firms
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