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Henley & Company Wealth Management LLC

● SEC registered since 2012CRD 144884SEC# 801-77007Uniondale, NY
Export (members)
Reg. AUM
$93.9M
Employees
6
Accounts
108
Location
Uniondale, NY

Henley & Company Wealth Management LLC assets under management

Henley & Company Wealth Management LLC is an SEC-registered investment adviser based in Uniondale, NY. The firm has been registered since 2012. It reports $93.9 million in regulatory assets under management and employs 6 people.

Henley & Company Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Francis Patrick Gemino ControlManaging MemberOver 75%2007
James Joseph Albanese ControlSenior Vice President/ Svp TradingUnder 5%2007
Maria Teresa Germano-Alessi ControlChief Compliance Officer/Director Of OperationsUnder 5%2018
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Frequently asked questions

How much does Henley & Company Wealth Management LLC manage?

Henley & Company Wealth Management LLC reports $93.9 million in regulatory assets under management on its Form ADV.

How many employees does Henley & Company Wealth Management LLC have?

Henley & Company Wealth Management LLC reports 6 employees.

Where is Henley & Company Wealth Management LLC located?

Henley & Company Wealth Management LLC is based in Uniondale, NY and has been SEC-registered since 2012.

Does Henley & Company Wealth Management LLC disclose fund performance?

Henley & Company Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address506 Rxr Plaza, Uniondale, NY 11556
Phone516-794-5520
Fax516-794-6207
Office hours8:30 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$93.9M▲ 3%
Feb '25 — $90.9MMar '25 — $96.1MApr '25 — $96.1MMay '25 — $96.1MJun '25 — $96.1MJul '25 — $96.1MAug '25 — $96.1MSep '25 — $96.1MOct '25 — $96.1MNov '25 — $96.1MDec '25 — $96.1MJan '26 — $96.1MFeb '26 — $96.1MMar '26 — $93.9MApr '26 — $93.9MMay '26 — $93.9MJun '26 — $93.9M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$93.9Mregulatory AUM
Discretionary $93.9M