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Private Wealth Daily
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The Lean 100 · 2026 edition
No.75
Heisten Wrenn Private Wealth logo

Heisten Wrenn Private Wealth

Anchorage, AK · Firm website

87%AUM growth, 2024 to 2026
$232MAUM in the 2026 filing
62%client growth
3people at the firm

AUM by filing

$96M2023
$124M2024
$169M2025
$232M2026

Clients by filing

1222023
1382024
1662025
2242026

Key people

  • Chris HeistenFinancial ConsultantOwner · 5 years at the firm
    in
  • William WrennFinancial ConsultantOwner · 5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth87%104%
  • Client growth62%43%
  • People37
  • AUM per person$77.3M$49.7M

Rank by measure

  • Official rankNo. 7587%
  • Client growthNo. 3762%
  • AUM added per personNo. 35$35.9M
  • AUM per personNo. 28$77.3M
← No. 74 Cardinal Wealth AdvisoryNo. 76 Family Wealth Partners →
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Heisten Wrenn Private Wealth: No. 75 on The Lean 100 (2026) — Private Wealth Daily