HENRICKSON NAUTA WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2008

Total AUM

$805M

Discretionary

$780M

97% of AUM

Avg account

$421K

Accounts

1,912

Employees

Advisory reps

Firm details

Headquarters: BELMONT, Michigan
CRD number: 141201
Registered since: July 31, 2008
Website: www.hnwealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.17%
Individuals5.43%
Pension & Profit Sharing Plans4.23%
Corporations / Businesses2.12%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Henrickson Nauta Wealth Advisors, Inc. is an independent, SEC-registered RIA organized as a corporation and operating since 2008. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its listed advisory services include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting-related work, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.