HENLEY & COMPANY WEALTH MANAGEMENT LLC

Overview

Henley & Company Wealth Management LLC is a small, equity-focused registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families and institutions. The firm charges fees based on a percentage of assets under management and concentrates its portfolios around exchange-traded equities and equity-oriented strategies. Advisory services extend beyond retail wealth management to include portfolio management for small businesses and institutions as well as pension consulting. Investment activity centers on managed, discretionary accounts with a clear tilt toward liquid, publicly traded securities. Henley & Company uses separate managed accounts and mutual funds to construct client portfolios rather than relying on significant allocations to private or illiquid alternatives. The firm is affiliated with a broker-dealer and does not identify as an active ESG investor.

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Location & Offices