$51.3M Total AUM
$48.1M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
-- Pottstown PA
About Open Wealth Network
Open Wealth Network is a Pottstown, PA RIA led by Mike Henzes (MBA, CFP®, EA) providing fiduciary financial planning with deep tax and stock-based compensation planning, Social Security timing, and retirement income guidance for individuals and families. Portfolios are implemented primarily with public funds, including mutual funds and ETFs, with custody through Charles Schwab.
Team overview
47 AVG AGE
$51.3M AVG AUM / ADVISOR
$590.1K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
MICHAEL JOHN HENZES JR
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4032996
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,126,891 | -- |
| Non-Discretionary | $3,215,807 | -- |
| Total | $51,342,698 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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