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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Henley & Company Wealth Management LLC
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|---|---|
| CRD # | 144884 |
| SEC # | 801-77007 |
| CIK # | |
| AUM | $96.1 M (2025-03-13) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 516-794-5520 |
| Address | 506 Rxr Plaza Uniondale, NY 11556 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 13.3 |
| (b) Individuals (high net worth individuals) | 53 | 72.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.7 |
| (h) Charitable organizations | 0 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 96.1 |
| By Discretionary | ||
| Discretionary | 121 | 95.9 |
| Non-Discretionary | 1 | 0.2 |
| Total | 122 | 96.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 94.6 | |
| Total | 122 | 96.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LPK Investment Group LLP
✚
|
NY | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Sturman Wealth Advisors LLC
✚
|
VA | 0.1 |
|
Alsworth Capital Management LLC
✚
|
NY | 0.1 |
|
Bluewater Wealth Advisors LLC
✚
|
AL | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Martin Capital Partners LLC
✚
|
OR | 0.1 |
|
Lightedway Advisory Services Inc
✚
|
NY | 0.1 |
|
Women's Wealth Advisor
✚
|
NJ | 0.1 |
|
Oakmont Wealth Advisory LLC
✚
|
MD | 0.1 |