⌕
Firm profile

Henrickson Nauta Wealth Advisors, Inc..

BELMONT, MICRD 141201Latest ADV May 4, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(616) 361-9308
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOJeffery D. Nauta

Advisory services offered

7 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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 May 4, 2026
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.

Total AUM$805M
Total Accounts1,912
10Y AUM Change+$580M (+257.0%)

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+7 (+87.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.