HENNEY WEALTH MANAGEMENT

Overview

Henney Wealth Management is an independent, privately owned registered investment adviser that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm’s public filings show a clear equity tilt: exchange‑traded equities are the single largest asset type in its portfolios, and equities are identified as the firm’s preference. Advisory activity is concentrated on portfolio management for individuals and small businesses rather than institutional or pension consulting work. Henney Wealth Management is not positioned as an ESG‑oriented manager and, based on filings, does not operate as a multi‑state adviser. Investment implementation appears to blend liquid public markets with access to externally managed alternative strategies and mutual funds. The firm custody relationship with Charles Schwab & Co. suggests it builds and manages accounts using readily tradable securities, while maintaining relationships with third‑party managers to supplement core equity exposures when additional diversification or specialized strategies are needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices