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| Henrickson Nauta Wealth Advisors Inc
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| CRD # | 141201 |
| SEC # | 801-69451 |
| CIK # | 0001903859 |
| AUM | 805.4 M (2026-06-03) |
| Employees | 15 (67% Investors, 13% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-361-9308 |
| Address | 2325 Belmont Center Dr NE Belmont, MI 49306 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001903859 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Illinois Tool Works Inc | 4.9 | ||
| Nvidia Corp | 2.5 | ||
| Universal Forest Products Inc | 2.4 | ||
| Apple Inc | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| KLA Tencor Corp | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Facebook Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Henrickson Nauta Opportunistic Real Estate Fund I LP | [2021-09-28] | 2.6 M | |
| Offered $10,000,000 · Filed 2021-09-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Remaining $10,000,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 43.7 |
| (b) Individuals (high net worth individuals) | 238 | 710.1 |
| (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 | 34.1 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 17.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,912 | 805.4 |
| By Discretionary | ||
| Discretionary | 1,819 | 780.4 |
| Non-Discretionary | 93 | 25.0 |
| Total | 1,912 | 805.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 805.4 | |
| Total | 1,912 | 805.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Henrickson Nauta Wealth Advisors Inc | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903859] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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