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HENNEY WEALTH MANAGEMENT
HENNEY WEALTH MANAGEMENT INC.
CRD 154824 · SEC 801-71797
12100 WILSHIRE BLVD., SUITE 800, LOS ANGELES, CA, 90025, United States
Phone
310-571-1277
Fax
310-571-1278
Registration
— (—)
Source
State registered
Total AUM
$99.2M
Discretionary AUM
$86.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $15.8M |
| High net worth individuals | 23 | $68.2M |
All web addresses on file
Official SEC filing: View on IAPD