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Henney Wealth Management Inc. (Los Angeles)


Henney Wealth Management Inc. is an adviser based in Los Angeles. It manages $77.04 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, California, Hawaii, and 4 other states.

Henney Wealth Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Henney Wealth Management: assets under management

The assets under management (AUM) of Henney Wealth Management Inc. is $77.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $77.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.18 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Henney Wealth Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Henney Wealth Management Inc. performs its advisory services is located at 12100 Wilshire Blvd., Los Angeles, CA 90025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-571-1277 or by fax 310-571-1278. The normal business hours are 8:00am to 4:00pm on Monday - Friday.


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