# Robert Henry Wealth Management, LLC

> Robert Henry Wealth Management, LLC is a state-registered investment advisory firm in Stuart, FL, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 152868
- Filed as: ROBERT HENRY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152868
- AdvisorCensus page: https://advisorcensus.com/firm/robert-henry-wealth-management-llc-stuart-fl-152868

## Quick answers

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

**Where is Robert Henry Wealth Management, LLC located?**
Robert Henry Wealth Management, LLC's principal office is in Stuart, FL, according to its Form ADV.

**Is Robert Henry Wealth Management, LLC registered with the SEC or a state?**
Robert Henry Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 152868.

**How much does Robert Henry Wealth Management, LLC manage?**
Robert Henry Wealth Management, LLC reports $14,631,425 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (91% discretionary).

**What types of clients does Robert Henry Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Robert 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/152868

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $14,631,425
- Discretionary: $13,260,704
- Non-discretionary: $1,370,721

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $3,147,901 |
| High net worth individuals | Fewer than 5 | $11,483,524 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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. Robert Henry Wealth Management, LLC (CRD 152868): Form ADV filing data as of October 2026.