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Henrickson Nauta Wealth Advisors, Inc.

Henrickson Nauta Wealth Advisors, Inc.. CRD 141201

Henrickson Nauta Wealth Advisors, Inc. logo

CRD: 141201

Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI, 49306
6163619308
www.hnwealthadvisors.com
$805.4M Total AUM
$780.4M Disc. AUM
20.4% 3Y CAGR
15 Employees
506 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
01-26-2007
Office Locations
1

Office Locations

2325 Belmont Center Dr. NE Suite A Belmont MI

About Henrickson Nauta Wealth Advisors, Inc.

Henrickson Nauta Wealth Advisors is an independent RIA providing customized wealth planning and portfolio management for affluent individuals, families, and institutions nationwide. The firm emphasizes plain-English guidance and comprehensive planning across goals, risk, tax, and estate considerations. Portfolios are commonly implemented with ETFs and mutual funds, with access to alternatives when appropriate; custody is primarily at Fidelity/NFS.

Team overview

39 AVG AGE
$80.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.7 yrs AVG TENURE
15 Employees
10 Advisory Reps
10 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Beacon Frontier meridian Peak

Client Personas

Vector harbor

Custodian

Wave

Investment Themes

Harbor Optima

Investment Vehicles

Matrix

Platform

Focus foundation

Services

Prime summit Focus meridian Unison Horizon eagle Timber fusion Pioneer Focus Value Unison Oak Horizon Signal

Owner & Executives

D

DOUGLAS ALLEN HENRICKSON

Owner, President, Wealth Advisor

CRD
#869607
Ownership
Less than 5%
(616) 598-3913
beacon.zenith@embercapital.com
in linkedin.com/in/vertex-frontier
J

JEFFERY DEAN NAUTA

Broker, Chief Compliance Officer, Owner

CRD
#4828935
Ownership
Less than 5%
(302) 654-8455
bridge.optima@ridgecapital.com
in linkedin.com/in/radial-unison

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Contacts

Anna-Maria Astor

Anna-Maria Astor

Wealth Advisor

CRD
#7916349
(447) 586-6224
harbor.vector@radialcapital.com
in linkedin.com/in/crest-peak
S

SHAWN THOMAS HEALY

Broker

CRD
#2992264
(954) 905-7659
delta.oak@atlascapital.com
in linkedin.com/in/horizon-bridge
H

Horizon meridian

Pathway radial

CRD
#21907
(421) 851-3259
capital.bridge@catalystcapital.com
in linkedin.com/in/meridian-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
11-02-2023
11-21-2024
12-05-2025
05-04-2026
Category Assets AVG. Account size
Discretionary $780,435,106 $429,046
Non-Discretionary $24,950,494 $268,285
Total $805,385,600 $421,227

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Separately Managed Accounts

Total SMA Asset: $805,385,600

$805.4M Total SMA
Public Funds:
14.6%
Equity - Exchange:
16.8%
Private Funds:
9.7%
Cash:
21.6%
Equity - OTC:
6.1%
U.S. Government/Agency:
31.2%
Asset class Assets Assets %
Public Funds $717,539,226 14.6%
Equity - Exchange $825,661,575 16.8%
Private Funds $476,721,267 9.7%
Cash $1,061,564,883 21.6%
Equity - OTC $299,793,786 6.1%
U.S. Government/Agency $1,533,371,498 31.2%
Total $4,914,652,235 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OAK VALUE CREST VECTOR FOUNDATION NSXYRM6VI UZVK 3.46% $52,944,690
VERTEX CAPITAL GLACIER FOUNDATION BEACON VILCL61NA YZWYO 3.27% $45,456,388
MERIDIAN FOUNDATION VALUE CAPITAL VECTOR HV70IZWM8 MHI 12.30% $55,072,200
PIONEER OAK PATHWAY UNISON FUSION QC4B155J3 SPXWJ 11.61% $103,993,800
LEGACY MERIDIAN PEAK RIDGE FRONTIER DK4D7ZBZA IMTA 8.34% $48,869,880
ZENITH OAK BRIDGE MOMENTUM I6BJE7O3Z TGTCZ 10.09% $41,268,402
OAK FUSION CAPITAL PEAK 64VMOCWU8 VQT 4.78% $63,434,560
NORTH OPTIMA UNISON RADIAL FUSION QJOJD11X1 BQMLH 3.75% $30,825,538

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