Data / Investment advisers / Michigan / Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc., Belmont, MI: $998 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Henrickson Nauta Wealth Advisors, Inc. is an SEC registered investment adviser with its main office in Belmont, Michigan and reports $998 million in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Henrickson Nauta Wealth Advisors, Inc. (CRD number 141201): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 141201
- SEC file number
- 801-69451
- SEC status
- Approved, effective July 31, 2008
- Main office
- 2325 Belmont Center Dr. Ne Suite a, Belmont, MI 49306
- Phone
- (616) 361-9308
- Website
- hnwealthadvisors.com
- Regulatory AUM
- $998,490,721 in the Form ADV filed September 23, 2026
- Discretionary AUM
- $960,084,435
- Non discretionary AUM
- $38,406,286
- Accounts
- 2,114
- Employees
- 15, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $1,819,451
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 241 | $874.1 million |
| Individuals (other than high net worth individuals) | 286 | $65 million |
| Pension and profit sharing plans | 21 | $35.6 million |
| Corporations or other businesses | 5 | $21.5 million |
| Pooled investment vehicles | 1 | $1.8 million |
| Charitable organizations | Fewer than 5 | $415,521 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $998.5 million | September 23, 2026 |
| December 1, 2025 | $805.4 million | September 15, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peninsula Capital Partners, L.L.C. | Southfield | $1.04 billion | 4 | adviserinfo.sec.gov |
| William Mack & Associates Inc | Troy | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Huron Capital Partners LLC | Detroit | $1.02 billion | 12 | adviserinfo.sec.gov |
| Asset Allocation Strategies, LLC | Farmington | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Lafleur & Godfrey Private Wealth Management | Grand Rapids | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Carrera Capital Advisors | Troy | $968.7 million | Not listed | adviserinfo.sec.gov |
| Lifeworks Advisors, LLC | Grand Rapids | $966.7 million | Not listed | adviserinfo.sec.gov |
| Stonebrook Private LLC | Northville | $937 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Henrickson Nauta Wealth Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.