Henley & Company Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Uniondale, NY. Its latest Form ADV filing, dated March 25, 2026, reports $94M in regulatory assets under management, 6 employees, and 108 accounts.
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
41
2
HNWI
31.0%
22
3
Pension Plans
8.5%
6
4
Corporations
2.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of March 25, 2026
Discretionary100.0%
$94M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$94M
Total Accounts108
10Y AUM Change+$54M (+134.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee12:1
10Y Employee Change+1 (+20.0%)
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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.