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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
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Owner & Executives
BRADLEY EDWARD NOLAND
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5106472
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Louis Henry Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.