Ira Irving Rousso
Investment adviser representative at Henley & Company Wealth Management LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$93.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Henley & Company Wealth Management LLCMay 2009 to now
- Henley & Company LLCMay 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Henley & Company Wealth Management LLC
$93.9MAssets managed
71Clients
5Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4685804
- Firm CRD
- 144884