Henney Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Henney Wealth Management provides discretionary and non‑discretionary investment management and financial planning services to individuals, high‑net‑worth individuals, trusts and estates, pension and profit‑sharing plans, corporations, and partnerships. The firm also offers retirement planning analysis and guidance on Social Security claiming strategies as part of its advisory services.
The firm works with clients to define investment objectives, construct portfolios principally using ETFs and closed‑end funds, and monitor and adjust holdings over time; clients may impose written investment restrictions if desired. Custody is maintained at Charles Schwab & Co., and clients receive periodic account and performance reports generated through Advent Software.
As of December 31, 2025, Henney Wealth Management reported approximately $99.2 million in regulatory assets under management for 59 clients served by two advisors, a scale that yields relatively high AUM per client compared with many small advisory teams. The brochure discloses that the firm does not accept performance‑based fees, does not vote client proxies, receives no compensation from recommended funds, and reports no other material industry affiliations—contrasting with the minority of similar firms that operate as insurance brokers—and it highlights vendor and cybersecurity risks associated with its third‑party service providers.
Client services
Expertise
Fee options
$0 - $350,000: 1.25% $350,001 - $7,500,000: 1.00% $7,500,001 - $17,500,000: 0.75% $17,500,001+: 0.50%
Main office
12100 Wilshire Blvd., Suite 800
Los Angeles CA 90025
Advisors at this office
2
Most active in
California
Also doing business as
Henney Wealth Management · Henney Wealth Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David H
Series 63, Series 65
Los Angeles, CA
Henney Wealth Management
David Henney is a financial advisor at Henney Wealth Management in Los Angeles, CA, with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Henney Wealth Management since 2011. Outside of advisory services, he is involved in non-variable insurance products including life, health, and fixed annuities. Henney Wealth Management offers discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, high-net-worth individuals, trusts, and pension plans. The firm constructs portfolios primarily using ETFs and closed-end funds and provides retirement planning and Social Security claiming strategy guidance.
Andrew M
Series 63, Series 65
Los Angeles, CA
Henney Wealth Management
Andrew Mutzabaugh is a financial advisor at Henney Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henney Wealth Management since 2011. Henney Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts and estates, pension and profit-sharing plans, corporations, and partnerships. The firm primarily constructs portfolios using ETFs and closed-end funds and offers retirement planning and Social Security guidance as part of its services.
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