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| Henrickson Nauta Wealth Advisors Inc
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|---|---|
| CRD # | 141201 |
| SEC # | 801-69451 |
| CIK # | 0001903859 |
| AUM | $433.4 MM (2023-02-27) |
| Employees | 11 (55% Investors, 18% Brokers) |
| Phone | 616-361-9308 |
| Address | 2325 Belmont Center Dr NE Belmont, MI 49306 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UFPI | 4,226.4 | 5.1 | |
| ITW | 56,990.9 | 3.8 | |
| GLD | 0.9 | ||
| MSFT | 1,918,222.4 | 0.8 | |
| MPC | 47,980.8 | 0.6 | |
| GILD | 78,030.8 | 0.6 | |
| AAPL | 2,382,844.0 | 0.5 | |
| SYK | 74,798.9 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Henrickson Nauta Opportunistic Real Estate Fund I LP | [2021-09-28] | 0.0 | 2.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 50.1 |
| (b) Individuals (high net worth individuals) | 147 | 359.7 |
| (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 | 15 | 18.5 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,388 | 433.4 |
| By Discretionary | ||
| Discretionary | 1,296 | 413.6 |
| Non-Discretionary | 92 | 19.8 |
| Total | 1,388 | 433.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.4 | |
| Total | 1,388 | 433.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Henrickson Nauta Wealth Advisors Inc | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001903859] |
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|---|---|---|
|
Roman Butler Fullerton & Co
✚
|
MO | 0.4 |
|
Kreitler Financial LLC
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|
CT | 0.4 |
|
Grant/Grossmendelsohn LLC
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|
MD | 0.4 |
|
Canvas Wealth Advisors LLC
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|
KS | 0.4 |
|
Clune & Associates
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IL | 0.4 |
|
Heron Financial Group LLC
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NY | 0.4 |
|
Austin Wealth Management LLC
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TX | 0.4 |
|
The August Group Capital Limited
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|
0.4 | |
|
Investors Research Corporation
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GA | 0.4 |
|
JVL Associates LLC
✚
|
MI | 0.4 |