HENRICKSON NAUTA WEALTH ADVISORS, INC.

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HENRICKSON NAUTA WEALTH ADVISORS, INC.

UUID13e3e671-8c81-58e4-8c78-3262b9beb8f9

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	141201	141201	—	1.0
cik	0001903859	1903859	—	—
sec_file_number	801-69451	801-69451	—	—

Profile

WebsiteHTTP://WWW.HNWEALTHADVISORS.COM

HQ CityBELMONT

HQ StateMI

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)702,728,996.0
RAUM (discretionary)673,164,120.0
Actionable assets604,946,903.0
Accounts1,723.0

Institutional Clients

Government AUM—
Pension AUM28,000,334.0
Charitable AUM522,439.0
HNW AUM561,146,197.0

As of 2025-07-22 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
HENRICKSON, DOUGLAS, ALLEN	OWNER, PRESIDENT	OFFICER	—	{"filing_id": "2015841", "owner_id": "869607", "source": "adv_part1", "table": "Schedule_A_B"}
NAUTA, JEFFERY, DEAN	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015841", "owner_id": "4828935", "source": "adv_part1", "table": "Schedule_A_B"}
HENRICKSON NAUTA FINANCIAL GROUP LLC	HOLDING COMPANY	EMPLOYEE	—	{"filing_id": "2015841", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HENRICKSON, DOUGLAS, ALLEN

OWNER, PRESIDENT

OFFICER

—

{"filing_id": "2015841", "owner_id": "869607", "source": "adv_part1", "table": "Schedule_A_B"}

NAUTA, JEFFERY, DEAN

MANAGING MEMBER

OFFICER

—

{"filing_id": "2015841", "owner_id": "4828935", "source": "adv_part1", "table": "Schedule_A_B"}

HENRICKSON NAUTA FINANCIAL GROUP LLC

HOLDING COMPANY

EMPLOYEE

—

{"filing_id": "2015841", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/15/2025 04:18:46 PM",
  "filing_id": "2015841",
  "reg_type": "IA"
}
```

HENRICKSON NAUTA WEALTH ADVISORS, INC.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1