HENRICKSON NAUTA WEALTH ADVISORS, INC.

CRD 141201 · SEC 801-69451

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2325 BELMONT CENTER DR. NE, SUITE A, BELMONT, MI, 49306, United States

Phone

616-361-9308

Fax

616-361-9370

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$805.4M

Discretionary AUM

$780.4M

Team

15 total employees; 10 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-03

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersFAMILY OFFICE SERVICES

Client types

Type	Clients	AUM
Individuals	248	$43.7M
High net worth individuals	238	$710.1M
Pension/profit sharing plans	20	$34.1M

States served

CA, GA, IL, MI, NY, NC, OH, TX, NH, FL

All web addresses on file

HTTP://WWW.HNWEALTHADVISORS.COM
https://www.youtube.com/@HNWealthAdvisors

Official SEC filing: View on IAPD