H
$99.2M Total AUM
$86.6M Disc. AUM
-- 3Y CAGR
3 Employees
59 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-16-2010
- Office Locations
- 1
Office Locations
12100 Wilshire Blvd. Suite 800 LOS Angeles CA
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.
Team overview
60 AVG AGE
$49.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
15.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Investment Themes
Alpha harbor
Investment Vehicles
Bridge pioneer
Services
Harbor vital Insight focus
Owner & Executives
DAVID D. HENNEY
Chief Compliance Officer, Investment Advisor
- CRD
- #1174228
- Ownership
- 75% or more
(896) 346-1373
glacier.vertex@eaglecapital.com
in linkedin.com/in/signal-prime
Showing 1 of 1 owners & executives
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A
ANDREW PAUL MUTZABAUGH
Portfolio Manager
- CRD
- #2071382
(222) 428-3390
insight.peak@optimacapital.com
in linkedin.com/in/wave-pathway
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $99,215,826
Equity - Exchange:
35.2% Corporate - Investment Grade:
21.2% Cash:
43.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,905,399,491 | 35.2% |
| Corporate - Investment Grade | $1,749,842,875 | 21.2% |
| Cash | $3,598,733,460 | 43.6% |
| Total | $8,253,975,826 | 100.0% |