# Henrickson Nauta Wealth Advisors

Henrickson Nauta Wealth Advisors is a Bank / Wealth / Trust based in Belmont, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Belmont, United States
- **Region:** North America
- **Address:** Belmont, MI, United States
- **Founded:** 2000
- **Assets under management:** Under $500M (Altss estimate)
- **Website:** hnwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/henrickson-nauta-wealth-advisors

## Regulatory record

- **CRD number:** 141201
- **SEC file number:** 801-69451
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-04T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141201

## About

Incorporated in Michigan in 2000, Henrickson Nauta Wealth Advisors was built around the partnership of Douglas Henrickson and John Nauta, two CFPs who established the practice to serve the Grand Rapids metropolitan area. The firm operates as a fee-only registered investment advisor, which legally obligates it to act as a fiduciary — meaning it must place client interests ahead of any corporate product-distribution incentives. Its client base spans high-net-worth individuals, families, and local business owners seeking integrated financial planning and asset management. The firm's investment philosophy centers on building globally diversified, risk-calibrated portfolios using institutional asset-class building blocks. Asset classes deployed typically include domestic and international equities, fixed income, real estate investment trusts, and alternatives designed to reduce correlation to public markets. Rather than stock-picking, the firm's approach leans on evidence-based portfolio construction — using low-cost mutual funds and ETFs to capture broad market returns while managing tax impact. Client portfolios are customized for drawdown tolerance, income needs, and liquidity requirements across taxable and retirement accounts. The practice is deliberately structured as a lifestyle advisory firm rather than a scaled asset gatherer. The headcount remains lean, and the firm operates from a single office in Belmont, a village just northeast of Grand Rapids. No adjacent private-fund vehicles, venture arms, or philanthropic foundations are publicly associated with the practice. The firm's website emphasizes comprehensive planning services — retirement projections, estate coordination, insurance review, and tax-aware distribution strategies — reflecting a model where financial planning, not pure investment management, anchors client relationships. Henrickson Nauta's structural differentiator is its double-insulated fiduciary posture. As an independent RIA, the firm answers to the Investment Advisers Act of 1940. Both named partners carry the CFP designation, which imposes a separate fiduciary standard administered by the CFP Board. That dual accountability — combined with a fee-only model that accepts no commissions or referral fees — removes the two most common compensation conflicts found in bank-trust and broker-dealer wealth management units operating in the same Michigan market.

## Related profiles

- [Hennion & Walsh Asset Management](https://altss.com/profile/hennion-walsh-asset-management)
- [Henry Bragg & Co.](https://altss.com/profile/henry-bragg-co)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/henrickson-nauta-wealth-advisors

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