Henrickson Nauta Wealth Advisors, Inc.

Henrickson Nauta Wealth Advisors, Inc. (CRD# 141201) is a financial advisory firm headquartered in Belmont, MI. They manage $528,384,377 in 1,521 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306
http://www.hnwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    528
    MILLION
  • Total Number of Accounts
    1,521
    ACCOUNTS
  • Average Account Value
    $347,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MI, NC, NH, TX

Financial Advisors at Henrickson Nauta Wealth Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Shawn Healy, financial advisor Belmont MI
Shawn T. Healy
CRD#: 2992264
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306

Shawn Healy (CRD# 2992264) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has over 26 years of experience in the finance industry.

2
Olga Hejl, financial advisor Belmont MI
Olga S. Hejl
CRD#: 4964991
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306

Olga Hejl (CRD# 4964991) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has over 18 years of experience in the finance industry.

3
Douglas Henrickson, financial advisor Belmont MI
Douglas A. Henrickson
CRD#: 869607
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306

Douglas Henrickson (CRD# 869607) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has over 30 years of experience in the finance industry.

4
Jeffery Nauta, financial advisor Belmont MI
Jeffery D. Nauta
CRD#: 4828935
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306

Jeffery Nauta (CRD# 4828935) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has over 19 years of experience in the finance industry.

5
Matthew Smartt, financial advisor Belmont MI
Matthew S. Smartt
CRD#: 6387517
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306

Matthew Smartt (CRD# 6387517) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has over 8 years of experience in the finance industry.

6
Tamara Snable, financial advisor Belmont MI
Tamara I. Snable
CRD#: 4776093
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306

Tamara Snable (CRD# 4776093) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has over 19 years of experience in the finance industry.

7
Sara Lewis, financial advisor Belmont MI
Sara E. Lewis
CRD#: 6823325
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI 49306

Sara Lewis (CRD# 6823325) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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