Robert Henry Wealth Management, LLC

Robert Henry Wealth Management, LLC (CRD# 152868) is a financial advisory firm headquartered in Stuart, FL. They manage $12,551,005 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1 Se Ocean Blvd, Stuart, FL 34994
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $330,290
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Robert Henry Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Lipka, financial advisor Stuart FL
Robert H. Lipka
CRD#: 5088382
1 Se Ocean Blvd, Stuart, FL 34994

Robert Lipka (CRD# 5088382) is an Investment Advisor Representative working at Robert Henry Wealth Management, LLC in Stuart, FL and has over 18 years 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.

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