# Henney Wealth Management

> Henney Wealth Management is a state-registered investment advisory firm in Los Angeles, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 154824
- Filed as: HENNEY WEALTH MANAGEMENT
- Legal name: Henney Wealth Management Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154824
- AdvisorCensus page: https://advisorcensus.com/firm/henney-wealth-management-los-angeles-ca-154824

## Quick answers

**How is Henney Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Henney Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Henney Wealth Management located?**
Henney Wealth Management's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Henney Wealth Management registered with the SEC or a state?**
Henney Wealth Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 154824.

**How much does Henney Wealth Management manage?**
Henney Wealth Management reports $99,215,826 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (87% discretionary).

**What types of clients does Henney Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (23).

**Does Henney Wealth Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154824

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $99,215,826
- Discretionary: $86,594,511
- Non-discretionary: $12,621,315

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $15,763,322 |
| High net worth individuals | 23 | $68,191,588 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $15,260,916 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154824

### Websites listed on Form ADV (Item 1.I)
- henneywealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Henney Wealth Management (CRD 154824): Form ADV filing data as of October 2026.