HENNEY WEALTH MANAGEMENT
HENNEY WEALTH MANAGEMENT of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 154824). Regulatory assets under management: $99.2M.
Registration
- CRD: 154824
- SEC file number: 801-71797
- Type: Registered investment adviser
- 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) | — |
More on this firm