# Louis Henry Wealth Management LLC

> Louis Henry Wealth Management LLC is a state-registered investment advisory firm in Denver, CO, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 324416
- Filed as: LOUIS HENRY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324416
- AdvisorCensus page: https://advisorcensus.com/firm/louis-henry-wealth-management-llc-denver-co-324416

## Quick answers

**How is Louis Henry Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Louis Henry Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Louis Henry Wealth Management LLC located?**
Louis Henry Wealth Management LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Louis Henry Wealth Management LLC registered with the SEC or a state?**
Louis Henry Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324416.

**How much does Louis Henry Wealth Management LLC manage?**
Louis Henry Wealth Management LLC reports $84,488,384 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (96% discretionary).

**What types of clients does Louis Henry Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (9).

**Does Louis Henry Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324416

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $84,488,384
- Discretionary: $81,262,228
- Non-discretionary: $3,226,156

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,000,000 |
| High net worth individuals | 16 | $82,488,384 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Louis Henry Wealth Management LLC (CRD 324416): Form ADV filing data as of October 2026.