William Henley has been an investment adviser representative at LWM Advisors since October 2023, and is not listed among the firm’s executive officers or direct owners.
LWM Advisors Inc is an El Dorado Hills, CA firm with $172M under management, 124 clients and 3 advisers in one office, as of its March 2026 filing.
William Henley’s longest registration is the current one, 3 years at LWM Advisors since 2023. Before joining LWM Advisors in 2023, William Henley was registered through Cambridge Investment Research Advisors, Inc.
- Larsen Wealth ManagementCurrent– present · 3 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 146620
- Cambridge Investment Research Advisors, Inc.– · 1 yearEl Dorado Hills, CA · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
William Henley is registered as an investment adviser representative in California, since October 2023.
- CaliforniaSince 5 October 2023
Examinations
No examinations are on William Henley’s record.
- Full name
- William Dalton Henley
- CRD
- 6640767
- Firm
- LWM Advisors · CRD 146620
- Office
- 5180 GOLDEN FOOTHILL PKWY, STE 220, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does William Henley work?
William Henley is an investment adviser representative registered through LWM Advisors Inc since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is William Henley a financial advisor?
Yes. William Henley has a current investment-adviser registration in California, through LWM Advisors since October 2023.
How many years of experience does William Henley have?
William Henley has 4 years in the financial industry, since December 2021, across 2 adviser firms.
Where is William Henley based?
William Henley’s registered office is in El Dorado Hills, CA.
Is William Henley registered with FINRA?
No. William Henley has no current broker registration.
How can I verify William Henley’s record?
Search CRD 6640767 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Henley’s full registration record.