ROBERT HENRY WEALTH MANAGEMENT, LLC

Overview

Robert Henry Wealth Management, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs a percentage-of-AUM fee model and manages predominantly discretionary mandates, using a straightforward, equity-centered approach. The adviser is not structured as a multi-state or pension consultant adviser and does not market itself as an ESG investor. Strategy emphasis is on liquid, exchange-traded instruments held in client accounts, with the firm tailoring allocations at the client level rather than acting as a large-scale capital allocator.

Assets & Accounts

Public Holdings

Location & Offices