ROBERT HENRY WEALTH MANAGEMENT, LLC

ROBERT HENRY WEALTH MANAGEMENT, LLC of STUART, FL is an SEC-registered investment adviser (CRD 152868). Regulatory assets under management: $14.6M.

Registration

• CRD: 152868
• Type: Registered investment adviser
• Location: 1 SE OCEAN BLVD, STUART, FL, 34994
• Phone: 772-210-2754
• Latest filing: 2026-02-12
• Regulatory AUM: $14.6M
• Discretionary AUM: $13.3M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search