HENLEY & COMPANY WEALTH MANAGEMENT LLC
CRD #144884 SEC #801-77007 UNIONDALE, NY 516-794-5520
SEC Registered Disclosures
Total AUM
$96.1M
Discretionary
$95.9M
Employees
6
Clients
0
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $96.1M | $95.9M | $176.1K | 6 | 0 |
| Feb 2025 | $90.9M | $90.8M | $166.4K | 6 | 0 |
| Dec 2024 | $90.9M | $90.8M | $166.4K | 6 | 0 |
| Feb 2024 | $90.9M | $90.8M | $166.4K | 6 | 0 |
| May 2023 | $79.5M | $79.4M | $143.7K | 6 | 0 |
| Mar 2023 | $79.5M | $79.4M | $143.7K | 6 | 0 |
| Mar 2022 | $111.7M | $111M | $714.8K | 7 | 0 |
| Dec 2021 | $40.9M | $40.3M | $579.3K | 6 | 0 |
| Dec 2021 | $40.9M | $40.3M | $579.3K | 6 | 0 |
| Aug 2021 | $40.9M | $40.3M | $579.3K | 8 | 0 |
| Mar 2021 | $40.9M | $40.3M | $579.3K | 8 | 0 |
| Jun 2020 | $35.7M | $35.1M | $650.1K | 7 | 0 |
| Mar 2020 | $35.7M | $35.1M | $650.1K | 7 | 0 |
| Oct 2019 | $33.8M | $33.8M | $0 | 7 | 0 |
| Jul 2019 | $33.8M | $33.8M | $0 | 7 | 0 |
| Mar 2019 | $33.8M | $33.8M | $0 | 7 | 0 |
| Sep 2018 | $48.3M | $46.1M | $2.2M | 5 | 0 |
| Apr 2018 | $48.3M | $46.1M | $2.2M | 5 | 0 |
| Feb 2018 | $48.3M | $46.1M | $2.2M | 5 | 0 |
| May 2017 | $40.1M | $38.1M | $2M | 5 | 26 |
| Feb 2017 | $40.1M | $38.1M | $2M | 5 | 26 |
| Mar 2016 | $32.8M | $31M | $1.7M | 5 | 110 |
| Jun 2015 | $33.1M | $31M | $2.1M | 5 | 121 |
| Feb 2015 | $33.1M | $31M | $2.1M | 5 | 121 |
| Feb 2014 | $33.7M | $32M | $1.7M | 5 | 113 |
| Apr 2013 | $38M | $36.3M | $1.7M | 5 | 145 |
| Mar 2013 | $38M | $36.3M | $1.7M | 5 | 145 |
| Feb 2013 | $38M | $36.3M | $1.7M | 5 | 145 |
| Aug 2012 | $36.6M | $35.9M | $670.4K | 6 | 120 |
| Aug 2012 | $36.6M | $35.9M | $670.4K | 6 | 120 |
DateMar 2025
Total AUM$96.1M
Discretionary$95.9M
Non-Disc.$176.1K
Employees6
Clients0
DateFeb 2025
Total AUM$90.9M
Discretionary$90.8M
Non-Disc.$166.4K
Employees6
Clients0
DateDec 2024
Total AUM$90.9M
Discretionary$90.8M
Non-Disc.$166.4K
Employees6
Clients0
DateFeb 2024
Total AUM$90.9M
Discretionary$90.8M
Non-Disc.$166.4K
Employees6
Clients0
DateMay 2023
Total AUM$79.5M
Discretionary$79.4M
Non-Disc.$143.7K
Employees6
Clients0
DateMar 2023
Total AUM$79.5M
Discretionary$79.4M
Non-Disc.$143.7K
Employees6
Clients0
DateMar 2022
Total AUM$111.7M
Discretionary$111M
Non-Disc.$714.8K
Employees7
Clients0
DateDec 2021
Total AUM$40.9M
Discretionary$40.3M
Non-Disc.$579.3K
Employees6
Clients0
DateDec 2021
Total AUM$40.9M
Discretionary$40.3M
Non-Disc.$579.3K
Employees6
Clients0
DateAug 2021
Total AUM$40.9M
Discretionary$40.3M
Non-Disc.$579.3K
Employees8
Clients0
DateMar 2021
Total AUM$40.9M
Discretionary$40.3M
Non-Disc.$579.3K
Employees8
Clients0
DateJun 2020
Total AUM$35.7M
Discretionary$35.1M
Non-Disc.$650.1K
Employees7
Clients0
DateMar 2020
Total AUM$35.7M
Discretionary$35.1M
Non-Disc.$650.1K
Employees7
Clients0
DateOct 2019
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$48.3M
Discretionary$46.1M
Non-Disc.$2.2M
Employees5
Clients0
DateApr 2018
Total AUM$48.3M
Discretionary$46.1M
Non-Disc.$2.2M
Employees5
Clients0
DateFeb 2018
Total AUM$48.3M
Discretionary$46.1M
Non-Disc.$2.2M
Employees5
Clients0
DateMay 2017
Total AUM$40.1M
Discretionary$38.1M
Non-Disc.$2M
Employees5
Clients26
DateFeb 2017
Total AUM$40.1M
Discretionary$38.1M
Non-Disc.$2M
Employees5
Clients26
DateMar 2016
Total AUM$32.8M
Discretionary$31M
Non-Disc.$1.7M
Employees5
Clients110
DateJun 2015
Total AUM$33.1M
Discretionary$31M
Non-Disc.$2.1M
Employees5
Clients121
DateFeb 2015
Total AUM$33.1M
Discretionary$31M
Non-Disc.$2.1M
Employees5
Clients121
DateFeb 2014
Total AUM$33.7M
Discretionary$32M
Non-Disc.$1.7M
Employees5
Clients113
DateApr 2013
Total AUM$38M
Discretionary$36.3M
Non-Disc.$1.7M
Employees5
Clients145
DateMar 2013
Total AUM$38M
Discretionary$36.3M
Non-Disc.$1.7M
Employees5
Clients145
DateFeb 2013
Total AUM$38M
Discretionary$36.3M
Non-Disc.$1.7M
Employees5
Clients145
DateAug 2012
Total AUM$36.6M
Discretionary$35.9M
Non-Disc.$670.4K
Employees6
Clients120
DateAug 2012
Total AUM$36.6M
Discretionary$35.9M
Non-Disc.$670.4K
Employees6
Clients120