Louis Henry Wealth Management LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 324416
- Registered since
- February 14, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.63%
- Individuals2.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Louis Henry Wealth Management LLC is an independent, Colorado-registered RIA organized as an LLC and owned by an individual principal. The firm provides financial planning and portfolio management tailored to individuals and small businesses, charging clients on a percentage-of-assets-under-management fee basis. Its client focus is private individuals and families rather than institutional or pension clients. The firm reports it does not pursue active ESG investing and is not positioned as a multi-state advisory network or a capital allocator; its advisory scope centers on direct wealth management and planning services for a compact, high-net-worth client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
- Other1%
Contacts
1 of 1
Bradley Noland
FounderCRD 5106472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Arapahoe
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 7887 E Bellview Ave
- Time zone
- MT (UTC-7)
- Office locations
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