CRD: 126236
Hennion & Walsh Asset Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-1989
- Office Locations
- 4
Office Locations
About Hennion & Walsh Asset Management, Inc.
Hennion & Walsh Asset Management, Inc. provides comprehensive wealth management and investment guidance, including municipal bond solutions and broader market investments. The firm differentiates with a “Second Opinion” review of client portfolios to help identify opportunities that may be missed. Operates across retail and institutional channels and works with clearing partners such as Wells Fargo.
Reported data analysis
What the numbers show
Between July 31, 2025 and March 30, 2026, reported AUM increased 30.3%, from $590.1M to $768.8M.
Across 5 reported observations, AUM increased 81.2% between July 7, 2022 and March 30, 2026, from $424.2M to $768.8M.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 11 advisory representatives and 1,112 clients, or 101.1 clients per representative. That equates to $691.4K in reported AUM per client.
The profile lists 4 reported office locations and 36 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
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hennion & Walsh Asset Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD HENNION
Owner, Partner
- CRD
- #1315386
- Ownership
- 50% but less than 75%
WILLIAM WALTER WALSH
Owner, Partner
- CRD
- #1174993
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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ZACHARY COLIN ARMSTRONG
--
- CRD
- #6091357
Justin Bischer
--
- CRD
- #7480053
Showing 2 of 74 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $741,718,409 | $413,905 |
| Non-Discretionary | $27,109,434 | $934,808 |
| Total | $768,827,843 | $422,201 |
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Separately Managed Accounts
SMA allocation detail is available
Hennion & Walsh Asset Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hennion & Walsh Asset Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.