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HENLEY & COMPANY WEALTH MANAGEMENT LLC

UNIONDALE, NY · CRD 144884 · IAPD ↗ · henleyandcompany.com · 516-794-5520

$93.9MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
5States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — HENLEY & COMPANY WEALTH MANAGEMENT LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
January 2025 — HENLEY & COMPANY WEALTH MANAGEMENT LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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