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Hensler & Associates Wealth Management LLC

● SEC registered since 2019CRD 291609SEC# 801-116916Fenton, MI
Export (members)
Reg. AUM
$180.6M
Employees
5
Accounts
1,034
Location
Fenton, MI

Hensler & Associates Wealth Management LLC assets under management

Hensler & Associates Wealth Management LLC is an investment advisory firm registered with the SEC based in Fenton, MI. The firm has been registered since 2019. It reports $180.6 million in regulatory assets under management and employs 5 people.

Hensler & Associates Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Frederick Henry Hensler ControlPresident50-75%2017
Frederick Henry Hensler ControlChief Compliance OfficerUnder 5%2021
Tracy Hensler ControlChief Operations Officer50-75%2017

Frequently asked questions

How much does Hensler & Associates Wealth Management LLC manage?

Hensler & Associates Wealth Management LLC reports $180.6 million in regulatory assets under management on its Form ADV.

How many employees does Hensler & Associates Wealth Management LLC have?

Hensler & Associates Wealth Management LLC reports 5 employees.

Where is Hensler & Associates Wealth Management LLC located?

Hensler & Associates Wealth Management LLC is based in Fenton, MI and has been SEC-registered since 2019.

Does Hensler & Associates Wealth Management LLC disclose fund performance?

Hensler & Associates Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12272 N. Fenton Road,, Suite 7, Fenton, MI 48430
Phone810-714-9456
Office hours8:30 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180.5M
Non-discretionary$106K
Total (RAUM)$180.6M