Hensler & Associates Wealth Management LLC
● SEC registered since 2019CRD 291609SEC# 801-116916Fenton, MI
Reg. AUM
$200M
Employees
4
Accounts
1,025
Location
Fenton, MI
Hensler & Associates Wealth Management LLC assets under management
Hensler & Associates Wealth Management LLC is an investment advisory firm registered with the SEC based in Fenton, MI. The firm has been registered since 2019. It reports $200 million in regulatory assets under management and employs 4 people.
Hensler & Associates Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel McCleer Draper Control | Chief Compliance Officer | Under 5% | 2025 |
| Tracy Hensler Control | Managing Member And Chief Operations Officer | Over 75% | 2017 |
Frequently asked questions
How much does Hensler & Associates Wealth Management LLC manage?
Hensler & Associates Wealth Management LLC reports $200 million in regulatory assets under management on its Form ADV.
How many employees does Hensler & Associates Wealth Management LLC have?
Hensler & Associates Wealth Management LLC reports 4 employees.
Where is Hensler & Associates Wealth Management LLC located?
Hensler & Associates Wealth Management LLC is based in Fenton, MI and has been SEC-registered since 2019.
Does Hensler & Associates Wealth Management LLC disclose fund performance?
Hensler & Associates Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12272 N. Fenton Road,, Suite 7, Fenton, MI 48430 |
| Phone | 810-714-9456 |
| Office hours | 8:30 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$200M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$200Mregulatory AUM
Discretionary $200M