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HENLEY & COMPANY WEALTH MANAGEMENT LLC
CRD 144884 · SEC 801-77007
506 RXR PLAZA, UNIONDALE, NY, 11556, United States
Phone
516-794-5520
Fax
516-794-6207
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$93.9M
Discretionary AUM
$93.9M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $13.7M |
| High net worth individuals | 22 | $66.5M |
| Pension/profit sharing plans | 6 | $11.7M |
| Corporations/business entities | 2 | $1.9M |
States served
NY, SC, VA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD