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| Happy Holidays!! thanks for using AUM13F!! |
| Henrickson Nauta Wealth Advisors Inc
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| CRD # | 141201 |
| SEC # | 801-69451 |
| CIK # | 0001903859 |
| AUM | $702.7 M (2025-07-22) |
| Employees | 12 (67% Investors, 17% Brokers) |
| Phone | 616-361-9308 |
| Address | 2325 Belmont Center Dr NE Belmont, MI 49306 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Universal Forest Products Inc | 18.7 | ||
| Illinois Tool Works Inc | 4.5 | ||
| Microsoft Corp | 1.6 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Facebook Inc | 1.0 | ||
| Apple Inc | 0.9 | ||
| SPDR Gold Trust | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Henrickson Nauta Opportunistic Real Estate Fund I LP | [2021-09-28] | 0.0 | 3.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 97.8 |
| (b) Individuals (high net worth individuals) | 217 | 561.1 |
| (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 | 20 | 28.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 15.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,723 | 702.7 |
| By Discretionary | ||
| Discretionary | 1,663 | 673.2 |
| Non-Discretionary | 60 | 29.6 |
| Total | 1,723 | 702.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 702.7 | |
| Total | 1,723 | 702.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Henrickson Nauta Wealth Advisors Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903859] |
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