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HENLEY & COMPANY WEALTH MANAGEMENT LLC
CRD 144884File 801-77007
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$93.9M
Bottom 25% of cohort (national)
Discretionary AUM
$93.9M
Clients
71
108 accounts
Employees
6
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 14, 2012
- Principal office
- 506 RXR PLAZA, UNIONDALE, NY, 11556
- Phone
- 516-794-5520
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $93.9M
- Discretionary AUM
- $93.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 108
- Non-discretionary accounts
- 0
- Total accounts
- 108
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.9M |
| High net worth individuals | 22 | $66.5M |
| Pension and profit sharing plans | 6 | $11.7M |
| Individuals (other than high net worth individuals) | 41 | $13.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
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.