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Bruno Leopold Krenn

Investment adviser representative at Pacific Capital
11 yearsExperience
2 statesRegistered in
$820.6MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Pacific CapitalFeb 2025 to now
  2. Thrivent Investment Management IncOct 2024 to now
  3. Bruno Krenn, Sole ProprietorSep 2024 to now
  4. Thrivent FinancialJul 2024 to Jan 2025
  5. Calabasas Tennis & Swim CenterJan 2018 to Jul 2023
  6. Full Time StudentFeb 2015 to Aug 2024

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Pacific Capital

Legal name: Pacific Capital Wealth Advisors, Inc.

$820.6MAssets managed
78Clients
5Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7953608
Firm CRD
159294
Advisor's SEC record (opens in a new tab)
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