CRD: 152868
Robert Henry Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-18-2010
- Office Locations
- 1
Office Locations
About Robert Henry Wealth Management, LLC
Henry Wealth Management is a Pittsburgh-based firm founded in 2003 providing fiduciary financial planning, investment management, and life, disability, and long-term care insurance guidance. Portfolios are built within the plan using third-party investment managers and top-rated insurance carriers, with an emphasis on ETFs. The team coordinates with clients’ tax and legal advisors to align investment, tax, and estate decisions, and publishes educational “Henry Wealth MOMENT” videos.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
ROBERT HENRY LIPKA
Managing Member, President
- CRD
- #5088382
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,260,704 | -- |
| Non-Discretionary | $1,370,721 | -- |
| Total | $14,631,425 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing