RIA Intelligence

WEALTH MANAGEMENT LLC

Legal name: HENRY + HORNE WEALTH MANAGEMENT

CRD #289248 SEC #801-111876 SCOTTSDALE, AZ 480-483-3489
SEC Registered
Total AUM
$738.4M
Discretionary
$738.4M
Employees
21
Clients
251
Accounts
344

Firm Details

Organization Type
Limited Liability Company
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
CARLIN, MICHAEL, JOSHUAIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control
HHWM, LLCDEMEMBERD Control

Registrations

Federal

IA
Mar 30, 2022 REGISTERED

Notice Filings (7)

AZ CA FL GA MA NJ TX

Address

7098 E. COCHISE ROAD, SUITE 222
SCOTTSDALE, AZ 85253
United States
Phone: 480-483-3489