A complete list of active advisors currently associated with Wenning Investments, LLC

Warmer can help you find a great advisor at Wenning Investments, LLC or one who fits your needs even better.

The firm is an independent registered investment adviser managing roughly $40.0 million for a small group of individual clients, including high-net-worth households. It offers ongoing portfolio management, developing an Investment Policy Statement for each client to document objectives, time horizon, and risk tolerance. The adviser generally operates with discretionary authority to implement tailored asset allocation, security selection, and regular portfolio monitoring, and provides custodian statements alongside firm-prepared performance spreadsheets. Its investment process draws on a broad set of analytical techniques — charting, cyclical, fundamental, quantitative and technical analysis — and employs both long-term and short-term trading across mutual funds, ETFs, equities, fixed income, real estate funds (including REITs) and TIPS. Noteworthy features include a relatively large asset base concentrated across a small client roster, suggesting a focus on individualized, higher-balance accounts rather than mass-market servicing or use of wrap programs. The firm does not select third‑party sub‑advisers, recommends a single custodian for trade execution (with no soft‑dollar benefits disclosed), documents fiduciary status for retirement accounts, and uses block trade allocation procedures when trading for multiple clients.

To learn more about the advisors currently working at Wenning Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.