HENLEY & COMPANY WEALTH MANAGEMENT LLC
A66
CRD 144884·SEC 801-77007·UNIONDALE, NY
AUM
$93.9M
$25M-$100M
Est. Revenue
$939K
@ 1% on AUM
Est. EBITDA
$282K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $33.8M
'21 · $35.7M
'22 · $40.9M
'23 · $111.7M
'25 · $96.1M
'26 · $93.9M
'20'26
$33.8M → $93.9M▲ +178%
Client mix
| Individuals Other | 41 |
| Individuals High Net Worth | 22 |
| Pension Profit Sharing Plans | 6 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 6 advisors
'25 · 5 advisors
'26 · 3 advisors
'20'26
6 advisors → 3 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited