firm profile
Henley & Company Wealth Management LLC
Overview
Henley & Company Wealth Management LLC is an SEC registered investment adviser based in Uniondale, NY, registered since 2012. It reports $93.9M in assets under management across 108 accounts, with 6 employees. It has 5 investment adviser representatives.
- Reported AUM
- $93.9M
- Discretionary
- 100%
- Accounts
- 108
- Average account
- $87K
- Employees
- 6
- Advisory reps
- 5
- Registered since
- 2012
- Jurisdictions
- 5
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Francis Patrick Gemino Managing Member CRD 219616
- Maria Teresa Germano-Alessi Chief Compliance Officer, Director of Operations CRD 4404986
- Robert Anthony Fortino Chief Financial Officer CRD 1905741
1 more executive officer, with direct contact details
Advisory reps 3 of 5
- James Joseph Albanese Registered Rep · Investment Adviser Rep CRD 1699997
- Francis P Gemino Insurance Agent · Registered Rep · Investment Adviser Rep CRD 219616
- Michael J Laderer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1436877
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 506 Rxr Plz
Uniondale, NY 11556 - County
- Nassau
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: henleyandcompany.com
Every state, with registration dates
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