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Henney Wealth Management
Henney Wealth Management, a Nashville-based multi-family office, offers integrated investment, tax, and estate planning for high-net-worth families.
Henney Wealth Management
HENNEY WEALTH MANAGEMENT is an SEC-registered investment adviser in LOS ANGELES, CA. The firm manages $99 million in assets, $87 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Nashville, TN, United States
Sector focus
Frequently asked questions
What services does Henney Wealth Management offer?
Henney Wealth Management provides investment management, tax planning and compliance, estate planning, trust administration, and philanthropic advisory for high-net-worth families. This service mix positions the firm as a multi-family office rather than a pure investment advisor.
Where is Henney Wealth Management located?
The firm is headquartered in Nashville, Tennessee, serving clients primarily in the Southeastern United States. No additional office locations have been publicly disclosed.
How is Henney Wealth Management structured as a family office?
It operates as a multi-family office, serving multiple high-net-worth families with integrated financial services. The firm does not appear to be a single-family office tied to a single wealth origin.
Does Henney Wealth Management make direct investments or fund commitments?
The firm has not publicly disclosed any direct investments, private equity fund commitments, or venture capital holdings. Its publicly described model focuses on comprehensive financial planning and tax management rather than deploying proprietary capital into alternative investments.
What investment stages or asset classes does Henney Wealth Management target?
Public details are limited, but the firm’s service offering suggests exposure to traditional asset classes—stocks, bonds, and cash—with a likely emphasis on tax-efficient strategies. No venture capital or private equity stage focus has been confirmed.
Who are the principals behind Henney Wealth Management?
The names of founding partners or managing principals have not been publicly disclosed in available records. The firm maintains a low public profile with no leadership bios on its website or third-party platforms.
Where does the underlying wealth come from?
The source of wealth for the families served by Henney Wealth Management is not publicly specified. It is not traceable to a single industry fortune or family lineage in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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