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HENRICKSON NAUTA WEALTH ADVISORS, INC.
CRD 141201File 801-69451
APPROVED
Retail clients
Custody
Filing as of Jun 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$805.4M
Above cohort median (national)
Discretionary AUM
$780.4M
Non-discretionary $25.0M
Clients
506
1,912 accounts
Employees
15
Above cohort median 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
- $805.4M
- Discretionary AUM
- $780.4M
- Non-discretionary AUM
- $25.0M
- Discretionary accounts
- 1,819
- Non-discretionary accounts
- 93
- Total accounts
- 1,912
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.1M |
| Charitable organizations | Fewer than 5 | $435K |
| High net worth individuals | 238 | $710.1M |
| Pension and profit sharing plans | 20 | $34.1M |
| Individuals (other than high net worth individuals) | 248 | $43.7M |
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.