Sara E Lewis
Financial advisor at Henrickson Nauta Wealth Advisors, Inc. · Belmont, MI
Last updated 2026-10-10
Claim your profileSara E Lewis is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, CRD 6823325. First registered 2023-09-13.
Registration
- CRD number
- 6823325
- Registration status
- Active
- First registered
- 2023-09-13
- Years of experience
- 12
- States registered
- MI
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Certified Financial Planner
Work history
- 2017-06 to Present · Henrickson Nauta Wealth Advisors, Inc. · Belmont, MI
- 2014-03 to 2017-06 · Watkins Ross · Grand Rapids, MI
Current employment
- Henrickson Nauta Wealth Advisors, Inc. · Belmont, MI
Henrickson Nauta Wealth Advisors, Inc.
- Regulatory AUM
- $998,490,721
- Registered advisors
- 10
- Offices
- 1
- Clients per advisor
- 55.4 (Low)
- Average AUM per client
- $1.8M (Low)
- High-net-worth client ratio
- 43.5% (Moderate)
Henrickson Nauta Wealth Advisors, Inc.: advisors, services and reported ETF investments
Reported ETF positions
Henrickson Nauta Wealth reports 64 ETF positions worth $374.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAC — Dimensional U.S. Core Equity 2 ETF | $105M |
| DFIC — Dimensional International Core Equity 2 ETF | $52.8M |
| DFAT — U.S. Targeted Value Portfolio ETF Class Shares | $26.9M |
| AVUS — Avantis U.S. Equity ETF | $24.7M |
| DFEM — Dimensional Emerging Markets Core Equity 2 ETF | $20.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Henrickson Nauta Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IOO — iShares Global 100 ETF | $203.2K | Top 99.5% | Peer conviction 84.9% · Active return +4.97% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $4.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | AVDE — Avantis International Equity ETF | $20.6M | Top 98.7% | Residual alpha +1.08% · Residual Sharpe 0.05 |
| Diversification Benefits | DUSB — Dimensional Ultrashort Fixed Income ETF | $957.2K | Top 99.4% | Replicability (R²) 32.8% · Residual Sharpe 1.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Henrickson Nauta Wealth Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
2325 Belmont Center Dr. NE, Belmont, MI 49306
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 616-361-9308
- Website: hnwealthadvisors.com
- Youtube
Official record
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