The HENRICKSON NAUTA WEALTH ADVISORS, INC. is a privately held investment adviser that advises $807.97mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HENRICKSON NAUTA WEALTH ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 152.67% over the last 5-years.
The Group has been registered with the SEC for 18.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2325 BELMONT CENTER DR. NE SUITE A, BELMONT, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 10 investment and 5 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $807.97mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 20 other accounts. Assets of High Net Worth Individuals clients own $710.1mn or 87.89% of Total Assets and Individuals own $43.71mn or 5.41% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
HENRICKSON NAUTA WEALTH ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.