L
CRD: 324416
Louis Henry Wealth Management LLC
Denver, CO, 80111
7203390416
$84.5M Total AUM
$81.3M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2023
- Office Locations
- 1
Office Locations
7887 E Bellview Avenue Suite 1100 Denver CO
About Louis Henry Wealth Management LLC
Louis Henry Wealth Management LLC is a Denver-based RIA. The firm has been operating for 3 years. Managing $84.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
60 AVG AGE
$84.5M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Momentum Value Meridian Zenith Signal Legacy Horizon
Client Personas
Alpha
Investment Themes
Horizon bridge Bridge Wave element
Investment Vehicles
Wave
Services
Zenith Alpha harbor Eagle element Vertex Bridge vertex Value Bridge bridge
Owner & Executives
B
BRADLEY EDWARD NOLAND
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5106472
- Ownership
- 75% or more
(231) 470-3165
timber.wave@unisoncapital.com
in linkedin.com/in/vector-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,262,228 | $700,000 |
| Non-Discretionary | $3,226,156 | $1,000,000 |
| Total | $84,488,384 | $706,522 |
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Separately Managed Accounts
Total SMA Asset: $84,488,384
Public Funds:
17.4% Cash:
27.6% Equity - Exchange:
26.3% Other:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $937,126,964 | 17.4% |
| Cash | $1,486,477,253 | 27.6% |
| Equity - Exchange | $1,416,462,020 | 26.3% |
| Other | $1,545,720,911 | 28.7% |
| Total | $5,385,787,148 | 100.0% |