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ROBERT HENRY WEALTH MANAGEMENT, LLC
Robert Henry Wealth Management, LLC is a state-registered investment adviser in Stuart, FL. The firm manages $15 million in assets, $13 million on a...
Overview
Robert Henry Wealth Management, LLC is a state-registered investment adviser in Stuart, FL. The firm manages $15 million in assets, $13 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Robert Henry
Founder & Wealth Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Robert Henry Wealth Management, LLC?
Robert Henry is the founder and wealth manager, overseeing all investment decisions. The firm operates with a lean team, and no other named investment professionals have been disclosed in public records.
How does Robert Henry Wealth Management source proprietary deal flow?
The firm leverages its network of family offices, RIA platforms, and club deal groups to access off-market private credit, real estate, and infrastructure investments. It does not maintain a public transaction database.
What investment stages does Robert Henry Wealth Management typically target?
The firm targets late-stage and mature opportunities in private credit, real estate, and infrastructure — generally avoiding early-stage venture or distressed assets. It focuses on income-generating assets with predictable cash flows.
Does Robert Henry Wealth Management make direct investments or commit to third-party funds?
The firm primarily makes direct investments and participates in club deals alongside other family offices and institutions. It selectively commits to third-party funds in private credit and infrastructure strategies.
What is Robert Henry Wealth Management's known posture on co-investments?
The firm actively co-invests alongside other family offices and institutional partners in private credit, real estate, and infrastructure transactions. Co-investments allow it to maintain control while syndicating risk.
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