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HENRICKSON NAUTA WEALTH ADVISORS, INC.

BELMONT, MI · CRD 141201 · IAPD ↗ · hnwealthadvisors.com · 616-361-9308

$998.5MRegulatory AUM
10Advisory reps
15Employees
0Clients
11-25Planning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — HENRICKSON NAUTA WEALTH ADVISORS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2026 — HENRICKSON NAUTA WEALTH ADVISORS, INC. notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
December 2025 — HENRICKSON NAUTA WEALTH ADVISORS, INC. grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
September 2024 — HENRICKSON NAUTA WEALTH ADVISORS, INC. reported RAUM up 33% ($528.4M -> $702.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
September 2024 — HENRICKSON NAUTA WEALTH ADVISORS, INC. grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
June 2024 — HENRICKSON NAUTA WEALTH ADVISORS, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — HENRICKSON NAUTA WEALTH ADVISORS, INC. notice-filed in CA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.