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
- Radial crestAtlas vital
- 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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Asset Classes
Pioneer atlas Oak
Client Personas
Capital ridge
Custodian
Alpha Fusion Fusion catalyst Pioneer
Investment Themes
Alpha harbor Prime
Investment Vehicles
Bridge pioneer Eagle element
Services
Harbor vital Insight focus Capital horizon
Technology
Momentum atlas Eagle
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
Showing 1 of 2 contacts
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% |