Heisten Wrenn Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,471,373
Clients
216
Advisors
2
of 3 employees
About
Heisten Wrenn Private Wealth LLC serves individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management, financial planning, and consulting tailored to clients’ investment objectives, time horizons, and risk tolerances. The firm requires a $300,000 account minimum for advisory relationships and permits clients to impose written investment restrictions.
Investment strategies incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase approaches, with accounts reviewed at least quarterly and rebalanced as appropriate. Heisten also manages held‑away retirement plan participant accounts through a third‑party platform and may recommend third‑party sub‑advisors for clients seeking exposure to digital assets.
Distinctive features relative to many peers include its rapid growth since launching in 2021 to roughly $232 million in regulatory assets under management across two advisors and about 216 client accounts, and a disclosed recent amendment to its tiered asset‑management fees. The firm emphasizes operational practices that are less common for similar firms — using a held‑away aggregation/management platform (Pontera, formerly FeeX) to rebalance defined contribution accounts without taking custody, offering a documented pathway to digital‑asset exposure via sub‑advisors, and noting AI/machine‑learning risks in third‑party service providers with periodic due diligence.
Client services
Expertise
Fee options
Fixed fees for financial planning projects range from $2,500 to $5,000 per project
$1 - $999,999: 1.40% $1,000,000 - $1,999,999: 1.20% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.80% $5,000,000+: Negotiable
$250 - $400 per hour
Account minimum: $300,000 Fee-only: Financial planning fees: hourly $250-$400/hour; fixed fee $2,500-$5,000 per project
Main office
3150 C Street, Suite 225
Anchorage AK 99503
Advisors at this office
2
Most active in
Alaska · Louisiana · Nevada · Texas
Also doing business as
Heisten Financial, LLC · Heisten Wrenn Private Wealth, LLC · Metcalf Capital Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William W
Series 66
Anchorage, AK
Heisten Wrenn Private Wealth, LLC
William Wrenn is a financial advisor at Heisten Wrenn Private Wealth, LLC in Anchorage, AK, holding a Series 66 designation with six years of industry experience. Prior to joining Heisten Wrenn Private Wealth in 2026, he worked at Heisten Financial, LLC and Raymond James Financial Services. Outside of his advisory role, he serves as an assistant coach for the U-16 Team Alaska Tier 1 Hockey program. Heisten Wrenn Private Wealth, LLC serves individual and high-net-worth clients with tailored portfolio management, financial planning, and consulting services. The firm integrates asset allocation, dollar-cost averaging, and technical analysis in its investment strategies, managing approximately $232 million in assets across two advisors.
Christopher H
CFP®, Series 66
Anchorage, AK
Heisten Wrenn Private Wealth, LLC
Christopher Heisten is a CFP® and holds a Series 66 license, with 17 years of experience in the financial services industry. He is currently a principal at Heisten Wrenn Private Wealth, LLC and previously worked at Raymond James Financial Services from 2015 to 2021. Heisten Wrenn Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm employs a tailored investment approach using asset allocation, dollar-cost averaging, and technical analysis, and incorporates third-party technology platforms to support rebalancing and operational functions.
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