| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Henrickson Nauta Opportunistic Real Estate Fund I, LP | Other Private | $3.3M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Allen Henrickson Control | Owner, President | Under 5% | 2006 |
| Henrickson Nauta Financial Group LLC | Holding Company | Over 75% | 2025 |
| Jeffery Dean Nauta Control | Owner, Chief Compliance Officer | Under 5% | 2010 |
Henrickson Nauta Wealth Advisors, Inc. reports $702.7 million in regulatory assets under management on its Form ADV.
Henrickson Nauta Wealth Advisors, Inc. manages 1 private funds with combined gross assets of $3.3 million.
Henrickson Nauta Wealth Advisors, Inc. reports 12 employees.
Henrickson Nauta Wealth Advisors, Inc. is based in Belmont, MI and has been SEC-registered since 2008.
Henrickson Nauta Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2325 Belmont Center Dr. NE, Suite a, Belmont, MI 49306 |
| Phone | 616-361-9308 |
| Fax | 616-361-9370 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1903859 |
| Discloses disciplinary history | No |
| Discretionary | $673.2M |
| Non-discretionary | $29.6M |
| Total (RAUM) | $702.7M |