Allocator Index · CRD 141201

HENRICKSON NAUTA WEALTH ADVISORS, INC.

Belmont, MI · 616-361-9308 · hnwealthadvisors.com

SEC IAPD record ↗

Fit score

72

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

238

Other individuals

248

HNW assets

$710.1M

Total AUM

$805.4M

Employees

15

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
HENRICKSON NAUTA OPPORTUNISTIC REAL ESTATE FUND I, LPOther Private Fund$2.6M