# Henrickson Nauta Wealth Advisors, Inc. > 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. - CRD: 141201 - Filed as: HENRICKSON NAUTA WEALTH ADVISORS, INC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Belmont, MI - Filing period: October 2026 - Form ADV filing dated: September 23, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141201 - AdvisorCensus page: https://advisorcensus.com/firm/henrickson-nauta-wealth-advisors-inc-belmont-mi-141201 ## Quick answers **How is Henrickson Nauta Wealth Advisors, Inc. compensated?** 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). **How much does Henrickson Nauta Wealth Advisors, Inc. charge?** 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. **Where is Henrickson Nauta Wealth Advisors, Inc. located?** Henrickson Nauta Wealth Advisors, Inc.'s principal office is in Belmont, MI, according to its Form ADV. **Is Henrickson Nauta Wealth Advisors, Inc. registered with the SEC or a state?** Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 141201. **How much does Henrickson Nauta Wealth Advisors, Inc. manage?** 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). **How have Henrickson Nauta Wealth Advisors, Inc.'s assets and staff changed since 2021?** 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. **What types of clients does Henrickson Nauta Wealth Advisors, Inc. serve?** 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). **Which custodians does Henrickson Nauta Wealth Advisors, Inc. use?** 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. **Does Henrickson Nauta Wealth Advisors, Inc. report any disciplinary disclosures?** 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 **Does Henrickson Nauta Wealth Advisors, Inc. state an account minimum?** Its Form ADV Part 2A brochure dated May 4, 2026 says: "HNWA generally does not impose a minimum account size for establishing a relationship." **What changed in Henrickson Nauta Wealth Advisors, Inc.'s recent Form ADV filings?** 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. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated May 4, 2026) - Account minimum: None > HNWA generally does not impose a minimum account size for establishing a relationship. - Flat fee: $500 to $25,000 (financial planning or consulting services) > 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. - Hourly rate: $100 to $300 an hour (financial planning or consulting services) > 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. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Fidelity Brokerage Services LLC 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. ### Regulatory assets under management (Item 5.F) - Total: $998,490,721 - Discretionary: $960,084,435 - Non-discretionary: $38,406,286 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 286 | $65,010,250 | | High net worth individuals | 241 | $874,111,932 | | Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,819,452 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $35,634,638 | | Charitable organizations | Fewer than 5 | $415,521 | | Corporations or other businesses not listed above | 5 | $21,498,928 | ### Advisory services (Item 5.G) - 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 ### Firm details - Registered since: 2008 (18 years) - Employees: 15 total, 10 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, CO, FL, GA, IL, MI, NC, NH, NY, OH, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - hnwealthadvisors.com - YouTube @HNWealthAdvisors ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $436,151,617 | 10 | September 28, 2021 | | October 2022 | $433,360,329 | 10 | September 28, 2022 | | October 2023 | $528,384,377 | 11 | September 18, 2023 | | October 2024 | $702,728,996 | 12 | September 25, 2024 | | October 2025 | $702,728,996 | 12 | July 22, 2025 | | October 2026 | $998,490,721 | 15 | September 23, 2026 | 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. ## Changes in the filing (last 12 months) ### October 2026 - Regulatory assets under management went from $805,385,600 to $998,490,721 (+24%). - Registered or notice-filed in CO. ### July 2026 - Registered or notice-filed in OH. ### December 2025 - Employees performing advisory functions went from 8 to 10. - Regulatory assets under management went from $702,728,996 to $805,385,600 (+15%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Henrickson Nauta Wealth Advisors, Inc. (CRD 141201): Form ADV filing data as of October 2026.