Investment adviser · CRD 141201

HENRICKSON NAUTA WEALTH ADVISORS, INC.

Investment adviser filing (IA)

BELMONT, MI, United States · Form ADV filed Sep 23, 2026

Regulatory AUM: $998M
Client accounts: 2,114
Employees: 15
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	241	$874,111,932	87.5%
Individuals	286	$65,010,250	6.5%
Retirement plans	21	$35,634,638	3.6%
Corporations & businesses	5	$21,498,928	2.2%
Pooled investment vehicles	1	$1,819,452	0.2%
Charities	Fewer than 5	$415,521	0.0%

Filing source

Form ADV 2124744 · Sep 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HENRICKSON NAUTA OPPORTUNISTIC REAL ESTATE FUND I, LPOther Private Fund · Last reported Sep 23, 2026$1.82MGross asset value

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHERRY BEKAERT LLP
PCAOB 677

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source

Fund ID: 805-3989683418
Reported beneficial owners: 44
Minimum commitment: $50K
Form D file number: 021-1876962

Form ADV 2124744 · Sep 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2325 BELMONT CENTER DR. NE, SUITE A
BELMONT, MI, 49306, United States

CRD 141201

Filing source

Form ADV 2124744 · Sep 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.