Henrickson Nauta Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Belmont, MI. Its latest Form ADV filing, dated December 5, 2025, reports $805M in regulatory assets under management, 15 employees, and 1,912 accounts.
Assets Under Management
$805M
Employees
15
Offices
--
Total Clients
506
Primary office
BELMONT, MI
2325 BELMONT CENTER DR. NE, SUITE A, BELMONT, MI, United States
Top client segmentIndividuals represent 49.0% of total clients.
Top client categories% of clientsClients
1
Individuals
49.0%
248
2
HNWI
47.0%
238
3
Pension Plans
4.0%
20
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$805Mas of December 5, 2025
Discretionary96.9%
$780M
97% of total RAUM96.9%
Non-discretionary3.1%
$25M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$805M
Total Accounts1,912
10Y AUM Change+$640M (+386.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee34:1
10Y Employee Change+8 (+114.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.