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HENRICKSON NAUTA WEALTH ADVISORS, INC.
CRD 141201File 801-69451
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$998.5M
Above cohort median (national)
Discretionary AUM
$960.1M
Non-discretionary $38.4M
Clients
554
2,114 accounts
Employees
15
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 31, 2008
- Principal office
- 2325 BELMONT CENTER DR. NE, SUITE A, BELMONT, MI, 49306
- Phone
- 616-361-9308
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $998.5M
- Discretionary AUM
- $960.1M
- Non-discretionary AUM
- $38.4M
- Discretionary accounts
- 2,006
- Non-discretionary accounts
- 108
- Total accounts
- 2,114
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $21.5M |
| Charitable organizations | Fewer than 5 | $416K |
| High net worth individuals | 241 | $874.1M |
| Pooled investment vehicles | 1 | $1.8M |
| Pension and profit sharing plans | 21 | $35.6M |
| Individuals (other than high net worth individuals) | 286 | $65.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 15 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 458 | 506 | increased by48 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $702,728,996 | $805,385,600 | increased by$102,656,604 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,723 | 1,912 | increased by189 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 369 | 458 | increased by89 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $433,360,329 | $702,728,996 | increased by$269,368,667 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,388 | 1,723 | increased by335 |
| Oct 1, 2022 | Clients | 328 | 369 | increased by41 |
| Oct 1, 2022 | AUM | $436,151,617 | $433,360,329 | decreased by$2,791,288 |
| Oct 1, 2022 | Accounts | 1,235 | 1,388 | increased by153 |
| Oct 1, 2021 | Employees | 9 | 10 | increased by1 |
| Oct 1, 2021 | Clients | 296 | 328 | increased by32 |
| Oct 1, 2021 | AUM | $319,777,417 | $436,151,617 | increased by$116,374,200 |
| Oct 1, 2021 | Accounts | 1,118 | 1,235 | increased by117 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HENRICKSON NAUTA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HENRICKSON NAUTA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.