# HENNEY WEALTH MANAGEMENT

HENNEY WEALTH MANAGEMENT of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154824
- Type: SEC-registered investment adviser
- SEC file number: 801-71797
- Location: 12100 WILSHIRE BLVD., LOS ANGELES, CA, 90025
- Phone: 310-571-1277
- Latest filing: 2026-03-30
- Regulatory AUM: $99.2M
- Discretionary AUM: $86.6M
- Non-discretionary AUM: $12.6M
- Clients: 3
- Accounts: 151

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HENNEY TTEE DAVID DUNGAN | CHIEF COMPLIANCE OFFICER; CHIEF EXCUTIVE OFFICER; CHIEF FINANCIAL OFFICER (+3 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154824/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154824/similar
- Related entities: https://search.stillhousedata.com/firm/154824/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154824

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.