CRD: 144884
Henley & Company Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2007
- Office Locations
- 2
Office Locations
About Henley & Company Wealth Management LLC
Henley & Company is a New York–based FINRA/MSRB/SIPC firm providing personalized investment advice and wealth management services, including financial planning and portfolio construction, for retail and institutional clients. Portfolios are primarily ETF-focused, with client assets maintained at Pershing (BNY Mellon), supporting a high-touch, full-service experience.
Reported data analysis
What the numbers show
Between March 13, 2025 and March 25, 2026, reported AUM decreased 2.2%, from $96.1M to $93.9M.
Across 5 reported observations, AUM decreased 15.9% between March 16, 2022 and March 25, 2026, from $111.7M to $93.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 71 clients, or 23.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
FRANCIS PATRICK GEMINO
Financial Advisor, General Partner, Managing Member
- CRD
- #219616
- Ownership
- 75% or more
JAMES JOSEPH ALBANESE
Investment Advisor, SENIOR VICE PRESIDENT
- CRD
- #1699997
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
MICHAEL JOHN LADERER
Managing Director
- CRD
- #1436877
IRA IRVING ROUSSO
--
- CRD
- #4685804
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,923,336 | $869,661 |
| Non-Discretionary | $0 | -- |
| Total | $93,923,336 | $869,661 |
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Separately Managed Accounts
SMA allocation detail is available
Henley & Company Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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