Robert Henry Wealth Management, LLC
Firm details
- Headquarters
- Stuart, Florida
- CRD number
- 152868
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.49%
- Individuals21.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robert Henry Wealth Management, LLC is a small, owner-operated Registered Investment Adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and primarily serves individual and family clients. According to the snapshot data, it does not position itself as an ESG investor, multi-state adviser, pension consultant, capital allocator, or related-adviser vehicle.
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
- Exchange Traded Equities73%
- Investment Grade Corp Bonds19%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1Robert Lipka
PresidentCRD 5088382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stuart, FL
Martin
Location
Stuart, FL
Headquartered in Stuart, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Martin
- Address
- 1 Se Ocean Blvd
- Time zone
- ET (UTC-5)
- Office locations
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