Overview
Assets Under Management: $236 million
Headquarters: FISHERS, IN
High-Net-Worth Clients: 51
Average Client Assets: $4 million
Frequently Asked Questions
HENDERSHOTT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170839), HENDERSHOTT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HENDERSHOTT WEALTH MANAGEMENT, LLC is headquartered in FISHERS, IN.
HENDERSHOTT WEALTH MANAGEMENT, LLC serves 51 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, HENDERSHOTT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HENDERSHOTT WEALTH MANAGEMENT, LLC manages $236 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, HENDERSHOTT WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.92
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 522
Non-Discretionary Accounts: 522
Regulatory Filings
CRD Number: 170839
Last Filing Date: 2025-01-31 00:00:00
Website: https://hendershottwealth.com