Henrickson Nauta Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$998M

Discretionary

$960M

96% of AUM

Avg account

$472K

Accounts

2,114

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: HNWI87.54%
Individuals6.51%
Pension & Profit Sharing Plans3.57%
Corporations / Businesses2.15%
Pooled Investment Vehicles0.18%
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 registered investment adviser that began SEC registration in 2008 and operates as a domestic corporation with individual ownership. The firm serves both individuals/families and institutional clients and offers comprehensive advisory work including financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting and selection of sub-advisers. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and describes itself as a capital allocator with affiliations that include serving as a sponsor, general partner and managing member of pooled investment vehicles.