Henrickson Nauta Wealth Advisors, Inc.

RIASEC RegisteredEst. 2008

Total AUM

$998M

Discretionary

$960M

96% of AUM

Avg account

$472K

Accounts

2,114

Employees

Advisory reps

Firm details

Headquarters: Belmont, Michigan
CRD number: 141201
Registered since: July 31, 2008
Website: www.hnwealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.54%
Individuals6.51%
Pension & Profit Sharing Plans3.57%
Corporations / Businesses2.15%
Pooled Investment Vehicles0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Henrickson Nauta Wealth Advisors, Inc. is an independent registered investment adviser that provides fee-based financial planning and portfolio management to individuals, families and institutions. Registered with the SEC since 2008, the firm operates as a capital allocator and offers a mix of billing arrangements including a percentage-of-AUM, hourly charges and fixed fees. Advisory capabilities span retail and institutional work: financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting support and selection of other advisers. The firm does not identify as an active ESG investor and is organized as a domestic corporation with individual ownership. It maintains an insurance industry affiliation and is not structured as a multi-state or related adviser.