HENRICKSON NAUTA WEALTH ADVISORS, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	JUNE
Legal Location	Michigan, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	6
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,472	$506.6M
Non-Discretionary	49	$21.8M
Total	1,521	$528.4M

Clients

Type	Number	RAUM
Individuals	219	$55.0M
HNW Individuals	168	$437.7M
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	15	$21.8M
Charitable organizations	<5	$658,816
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	5	$13.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesFAMILY OFFICE SERVICES
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-69451
SEC ERA File Number	801-69451
SEC CIK Numbers	1903859
SEC CRD Numbers	141201
Legal Entity Identifier	None

Principal Office

2325 BELMONT CENTER DR. NE
SUITE A
BELMONT
MI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic