# ROBERT HENRY WEALTH MANAGEMENT, LLC

ROBERT HENRY WEALTH MANAGEMENT, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 152868
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152868

## About

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.

## Sectors

- Wealth Management
- Private Credit
- Real Estate
- Infrastructure

## People

- Robert Henry — Founder & Wealth Manager

## 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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Last updated: 2026-07-06T01:24:24.549Z

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