LOUIS HENRY WEALTH MANAGEMENT LLC

Adviser information for LOUIS HENRY WEALTH MANAGEMENT LLC last updated from Form ADV on July 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 90 $63.0M
Non-Discretionary 2 $2.0M
Total 92 $65.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 19 $65.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-127336
SEC ERA File Number 801-127336
SEC CIK Numbers None
SEC CRD Numbers 324416
Legal Entity Identifier None

Principal Office

7887 E BELLVIEW AVENUE
SUITE 1100
DENVER
CO
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 720-339-0416, Fax: None

Chief Compliance Officer

BRADLEY NOLAND
MANAGING MEMBER
7887 E BELLVIEW AVENUE
SUITE 1100
DENVER
CO
United States
Tel: 720-339-0416
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
NOLAND, BRADLEY, EDWARD Individual MANAGING MEMBER/CCO 11/2022 > 75%

No. Employees, Historic

1050202320241 on 1/13/20231 on 1/30/20231 on 6/2/20231 on 6/2/20231 on 7/10/20231 on 7/24/2023

RAUM, Historic

70M35M02023202465000000 on 6/2/202365000000 on 6/2/202365000000 on 7/10/202365000000 on 7/24/2023

No. Clients, Historic

20100202320240 on 1/13/20230 on 1/30/202319 on 6/2/202319 on 6/2/202319 on 7/10/202319 on 7/24/2023