Robert Henry Wealth Management, LLC

Robert Henry Wealth Management, LLC (CRD# 152868) is a financial advisory firm headquartered in Westport, CT. They manage $8,900,000 in 74 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $120,270
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NJ

Financial Advisors at Robert Henry Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert H. Lipka
CRD#: 5088382
191 Post Road West, Westport, CT 06880
83
Wealthminder
score

Robert Lipka (CRD# 5088382) is an Investment Advisor Representative working at Robert Henry Wealth Management, LLC in Westport, CT and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.