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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-24-1990
- Office Locations
- 4
Office Locations
About Henssler Financial
Henssler Financial is a Georgia-based wealth manager serving individuals and business owners with personal and business financial planning. Its integrated team delivers portfolio management alongside tax preparation, estate planning, and wealth-transfer coordination. Public filings indicate client portfolios are heavily ETF-based and custody includes Charles Schwab, supporting both retail and institutional relationships.
Reported data analysis
What the numbers show
Between April 3, 2025 and March 31, 2026, reported AUM increased 12.1%, from $3.4B to $3.8B.
Across 5 reported observations, AUM increased 37.4% between March 31, 2022 and March 31, 2026, from $2.8B to $3.8B.
Of the latest reported AUM, 81.7% is discretionary and 18.3% is non-discretionary.
The firm reports 36 advisory representatives and 1,767 clients, or 49.1 clients per representative. That equates to $2.2M 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 31, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
WILLIAM GEORGE LAKO JR
Certified Financial Planner, President, PRINCIPAL
- CRD
- #2861508
- Ownership
- 50% but less than 75%
STACY LYNN HAUBENSCHILD
Chief Operating Officer, PRINCIPAL
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Giuliana Barbagelata
Certified Financial Planner
- CRD
- #6845659
DONALD JAMES BARKER
Managing Associate
- CRD
- #5655693
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,115,786,500 | $681,046 |
| Non-Discretionary | $698,678,361 | $852,047 |
| Total | $3,814,464,861 | $707,037 |
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Separately Managed Accounts
SMA allocation detail is available
Henssler Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Henssler Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.