Overview
Assets Under Management: $94 million
Headquarters: UNIONDALE, NY
High-Net-Worth Clients: 22
Average Client Assets: $3.0 million
Frequently Asked Questions
HENLEY & COMPANY WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144884), HENLEY & COMPANY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
HENLEY & COMPANY WEALTH MANAGEMENT LLC is headquartered in UNIONDALE, NY.
HENLEY & COMPANY WEALTH MANAGEMENT LLC serves 22 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, HENLEY & COMPANY WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HENLEY & COMPANY WEALTH MANAGEMENT LLC manages $94 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, HENLEY & COMPANY WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.81%
Average Client Assets: $3.0 million
Total Client Accounts: 108
Discretionary Accounts: 108
Regulatory Filings
CRD Number: 144884
Filing ID: 2049894
Last Filing Date: 2026-03-25 15:26:52