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| Happy Holidays!! thanks for using AUM13F!! |
| Hensler & Associates Wealth Management LLC
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| CRD # | 291609 |
| SEC # | 801-116916 |
| CIK # | |
| AUM | $180.6 M (2025-07-25) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 810-714-9456 |
| Address | 12272 N Fenton Road, Fenton, MI 48430 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 987 | 76.4 |
| (b) Individuals (high net worth individuals) | 4,799 | 94.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,034 | 180.6 |
| By Discretionary | ||
| Discretionary | 1,033 | 180.5 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,034 | 180.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.6 | |
| Total | 1,034 | 180.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ACME Jack Investments LLC
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|
0.2 | |
|
Arista Advisory Group LLC
✚
|
NY | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |
|
The Eideard Group LLC
✚
|
NH | 0.2 |
|
Cobblestone Asset Management LLC
✚
|
VA | 0.2 |
|
Beers Kight Financial Advisors LLC
✚
|
SC | 0.2 |
|
Harbour Financial Resources Ltd
✚
|
IL | 0.2 |
|
IBN Financial Services Inc
✚
|
NY | 0.2 |
|
North Ridge Wealth Advisors Inc
✚
|
OR | 0.2 |
|
Sincerus Advisory LLC
✚
|
0.2 |