Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered investment adviser headquartered in Belmont, Michigan, providing wealth management and investment advisory services to individuals, families, and institutions nationwide. Originally founded in 2000 as Henrickson Financial Group, the firm changed its name in 2010 to reflect its partnership structure. With a team led by founders Doug Henrickson and Jeffrey Nauta, the company is committed to comprehensive financial planning, independent advisory, and tailored client service. Their client base includes affluent individuals, business owners, families, and charitable organizations seeking holistic financial guidance. As of June 2024, the firm manages over $700 million in client assets.
Investment Strategy
Henrickson Nauta Wealth Advisors develops customized investment strategies through a collaborative process with each client, establishing an Investment Policy Statement tailored to their goals, time horizon, financial situation, and risk tolerance. They emphasize a strategic, diversified approach to asset allocation and portfolio construction, rooted in academic theories rather than market speculation or forecasts. Ongoing portfolio management and oversight are core services, coupled with comprehensive financial planning that incorporates retirement, tax, insurance, and estate considerations. The firm acts as a fiduciary, upholding loyalty and transparency, with a focus on delivering long-term, unemotional investment discipline for affluent individuals, families, and institutional clients.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 24.74% | $78.2M | 2,027,258 | $29.51 | $38.57 | +$7.2M |
D DFIC | DIMENSIONAL ETF TRUST | 10.82% | $34.2M | 1,043,450 | $25.96 | $32.79 | +$4.0M |
A AVUS | AMERICAN CENTY ETF TR | 6.76% | $21.4M | 196,511 | $76.37 | $108.70 | +$1.5M |
A AVDE | AMERICAN CENTY ETF TR | 5.83% | $18.4M | 233,356 | $61.21 | $78.90 | +$1.1M |
D DFAT | DIMENSIONAL ETF TRUST | 5.60% | $17.7M | 304,219 | $49.33 | $58.21 | +$2.1M |