Henney Wealth Management

Overview

Henney Wealth Management is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets basis and serves predominantly individual and family relationships. Its stated advisory activity centers on direct portfolio management rather than acting as a capital allocator or pension consultant. The ADV indicates Henney Wealth Management does not position itself as an active ESG investor and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives