LOUIS HENRY WEALTH MANAGEMENT LLC

Overview

Louis Henry Wealth Management LLC is an independent registered investment advisor that provides financial planning and portfolio management for individuals and small businesses. Registered with the SEC in 2023 and structured as an individually owned LLC, the firm charges fees based on a percentage of assets under management and primarily serves individual and family clients. Its investment activity is centered on pooled public funds and mutual funds for core portfolios, supplemented by private-market allocations managed through third-party managers. The firm does not identify as an ESG-focused manager, and it operates largely on a discretionary basis. Given its client base and asset profile, the firm appears to favor diversified, manager-driven solutions rather than direct security picking as a primary approach. Financial planning and ongoing portfolio oversight drive its client relationships, with PM services tailored to the wealth levels of a relatively small roster of high-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices