Overview
Assets Under Management: $65 million
High-Net-Worth Clients: 19
Average Client Assets: $3.4 million
Frequently Asked Questions
LOUIS HENRY 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 #324416), LOUIS HENRY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
LOUIS HENRY WEALTH MANAGEMENT LLC serves 19 high-net-worth clients according to their SEC filing dated July 24, 2023. View client details ↓
According to their SEC Form ADV, LOUIS HENRY WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
LOUIS HENRY WEALTH MANAGEMENT LLC manages $65 million in client assets according to their SEC filing dated July 24, 2023.
According to their SEC Form ADV, LOUIS HENRY WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $3.4 million
Total Client Accounts: 92
Discretionary Accounts: 90
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 324416
Filing ID: 1776715
Last Filing Date: 2023-07-24 17:37:00