{
  "crd_number": 141201,
  "slug": "henrickson-nauta-wealth-advisors-inc-belmont-mi-141201",
  "primary_business_name": "HENRICKSON NAUTA WEALTH ADVISORS, INC.",
  "legal_name": "HENRICKSON NAUTA WEALTH ADVISORS, INC.",
  "dbas": [],
  "city": "Belmont",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-07-31",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 998490721.0,
  "raum_discretionary": 960084435.0,
  "raum_non_discretionary": 38406286.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 415521.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 65010250.0,
      "count": 286
    },
    "pension_profit_sharing": {
      "raum": 35634638.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 874111932.0,
      "count": 241
    },
    "pooled_investment_vehicles": {
      "raum": 1819452.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 21498928.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "MI",
    "NC",
    "NH",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://hnwealthadvisors.com",
    "https://youtube.com/@HNWealthAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141201",
  "city_as_filed": "BELMONT",
  "url": "https://advisorcensus.com/firm/henrickson-nauta-wealth-advisors-inc-belmont-mi-141201",
  "display_name": "Henrickson Nauta Wealth Advisors, Inc.",
  "summary": "Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Belmont, MI, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Henrickson Nauta Wealth Advisors, Inc. (CRD 141201): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Henrickson Nauta Wealth Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Henrickson Nauta Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Henrickson Nauta Wealth Advisors, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 4, 2026 states: Flat fee: $500 to $25,000 (financial planning or consulting services); Hourly rate: $100 to $300 an hour (financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Henrickson Nauta Wealth Advisors, Inc. located?",
      "a": "Henrickson Nauta Wealth Advisors, Inc.'s principal office is in Belmont, MI, according to its Form ADV."
    },
    {
      "q": "Is Henrickson Nauta Wealth Advisors, Inc. registered with the SEC or a state?",
      "a": "Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 141201."
    },
    {
      "q": "How much does Henrickson Nauta Wealth Advisors, Inc. manage?",
      "a": "Henrickson Nauta Wealth Advisors, Inc. reports $998,490,721 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (96% discretionary)."
    },
    {
      "q": "How have Henrickson Nauta Wealth Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Henrickson Nauta Wealth Advisors, Inc.: Regulatory assets under management: $436,151,617 in the October 2021 data and $998,490,721 in the October 2026 data, up 129%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Henrickson Nauta Wealth Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (286); high net worth individuals (241); pension and profit sharing plans (but not the plan participants or government pension plans) (21)."
    },
    {
      "q": "Which custodians does Henrickson Nauta Wealth Advisors, Inc. use?",
      "a": "Henrickson Nauta Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Henrickson Nauta Wealth Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141201"
    },
    {
      "q": "Does Henrickson Nauta Wealth Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 4, 2026 says: \"HNWA generally does not impose a minimum account size for establishing a relationship.\""
    },
    {
      "q": "What changed in Henrickson Nauta Wealth Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $805,385,600 to $998,490,721 (+24%). Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 436151617.0,
      "total_employees": 10,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 433360329.0,
      "total_employees": 10,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 528384377.0,
      "total_employees": 11,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 702728996.0,
      "total_employees": 12,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 702728996.0,
      "total_employees": 12,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 998490721.0,
      "total_employees": 15,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $805,385,600 to $998,490,721 (+24%).",
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in OH."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 8 to 10.",
        "Regulatory assets under management went from $702,728,996 to $805,385,600 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $25,000 (financial planning or consulting services)",
      "Hourly rate: $100 to $300 an hour (financial planning or consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "HNWA generally does not impose a minimum account size for establishing a relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $25,000 (financial planning or consulting services)"
        ],
        "quotes": [
          "HNWA offers financial planning or consulting services on a fixed fee basis ranging from $500 to $25,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (financial planning or consulting services)"
        ],
        "quotes": [
          "In addition, HNWA offers financial planning or consulting services at an hourly rate ranging from $100 to $300 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "financial planning or consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning or consulting services"
        }
      ]
    },
    "quotes": [
      "HNWA generally does not impose a minimum account size for establishing a relationship.",
      "HNWA offers financial planning or consulting services on a fixed fee basis ranging from $500 to $25,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.",
      "In addition, HNWA offers financial planning or consulting services at an hourly rate ranging from $100 to $300 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/henrickson-nauta-wealth-advisors-inc-belmont-mi-141201.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 286,
      "fewer_than_5": false,
      "raum": 65010250.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 241,
      "fewer_than_5": false,
      "raum": 874111932.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1819452.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 35634638.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 415521.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 21498928.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141201",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}