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Henney Wealth Management CRD 154824
$99.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12100 Wilshire Blvd. Suite 800, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
12100 Wilshire Blvd. Suite 800, Los Angeles, CA 90025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henney Wealth Management | Los Angeles | CA | 03/2011 | Present |
1. 10/14/2013: NON-VARIABLE INSURANCE DBA - HENNEY WEALTH MANAGEMENT - LIFE, HEALTH, FIXED ANNUITIES. - LOS ANGELES, CA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-14 |
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