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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-16-2010
- Office Locations
- 1
Office Locations
About Henney Wealth Management
Henney Wealth Management is a Los Angeles-based, founder-led RIA headed by David D. Henney. The firm provides investment portfolio management and financial planning, including retirement plan and life insurance planning, with an asset-allocation and risk-management approach across fixed income and other liquid exposures (e.g., mutual funds and ETFs). Primarily custodies at Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2011 and July 26, 2012, reported AUM increased 21.0%, from $63.7M to $77.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 59 clients, or 29.5 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAVID D. HENNEY
Chief Compliance Officer, Investment Advisor
- CRD
- #1174228
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANDREW PAUL MUTZABAUGH
Portfolio Manager
- CRD
- #2071382
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,594,511 | $350,178 |
| Non-Discretionary | $12,621,315 | -- |
| Total | $99,215,826 | $350,178 |
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Separately Managed Accounts
SMA allocation detail is available
Henney Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.