RIA Intel›Advisers›Florida›ROBERT HENRY WEALTH MANAGEMENT, LLC

ROBERT HENRY WEALTH MANAGEMENT, LLC

Advisory

STUART, FL

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in FL
#2,089
of 2,610 advisers by AUM
Average account
$665K
across 22 accounts
AUM per adviser
$15M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$15M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$15M
Discretionary AUM$13M
Non-Discretionary AUM$1M
Discretionary %90.6%
Total Clients19
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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