Louis Henry Wealth Management LLC

RIAState Registered
Total AUM
$84.5M
Discretionary
$81.3M
96% of AUM
Avg account
$687K
Accounts
123
Employees
1
Advisory reps
1

Firm details

Headquarters
Denver, Colorado
CRD number
324416
Registered since
February 14, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.63%
  • Individuals2.37%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Louis Henry Wealth Management LLC is an independent, Colorado-registered RIA organized as an LLC and owned by an individual principal. The firm provides financial planning and portfolio management tailored to individuals and small businesses, charging clients on a percentage-of-assets-under-management fee basis. Its client focus is private individuals and families rather than institutional or pension clients. The firm reports it does not pursue active ESG investing and is not positioned as a multi-state advisory network or a capital allocator; its advisory scope centers on direct wealth management and planning services for a compact, high-net-worth client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Cash & Cash Equivalents 6%, Exchange Traded Equities 5%, Other 1%88%
  • Public Funds/Mutual Funds88%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities5%
  • Other1%

Contacts

1 of 1
  • Bradley Noland

    Bradley Noland

    FounderCRD 5106472

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Arapahoe

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
7887 E Bellview Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth