Multi-Family OfficeRIA · CRD 154824SEC-Registered

Updated:

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...

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

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Nashville, TN, United States

Sector focus

Private Wealth ManagementEstate PlanningTax Advisory

Frequently asked questions

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.

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.

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.

Profile maintained by 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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