Louis Henry Wealth Management LLC

Louis Henry Wealth Management provides investment advice and integrated financial planning to individuals, high‑net‑worth clients, trusts, and estates, and maintains an aggregate investable‑assets minimum of $2,000,000 (waivable at the firm’s discretion). Its services include discretionary investment management, ongoing planning work, and advice on assets not held at the primary custodian such as variable life products, annuities, and employer retirement accounts.

Portfolios are managed on a discretionary basis using a bucket framework that separates short‑, mid‑, and long‑term needs and emphasizes asset allocation informed by fundamental, quantitative, and technical analysis. The firm may recommend alternative investments and private funds for suitable clients and coordinates planning with other advisors (CPAs, estate attorneys, insurance brokers) as part of its holistic process.

Distinctive features from the brochure include roughly $84.5 million in assets under management concentrated across a small client base (25 clients), indicating relatively large, individualized accounts and frequent, hands‑on monitoring. The firm, registered in 2023, uses institutional custody and reporting platforms and discloses specific operational practices such as advanced quarterly billing, procedures for standing instructions, and a documented rollover review process to address conflicts of interest.