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Hendershott Wealth Management, LLC

● SEC registered since 2021CRD 170839SEC# 801-120494Fishers, IN
Export (members)
Reg. AUM
$235.6M
Employees
7
Accounts
522
Location
Fishers, IN

Hendershott Wealth Management, LLC assets under management

Hendershott Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Fishers, IN. The firm has been registered since 2021. It reports $235.6 million in regulatory assets under management and employs 7 people.
hendershottwealth.comView on SEC.gov ↗

Hendershott Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Hilary Martin Hendershott ControlManaging MemberOver 75%2014
Jennifer Kay Rupp ControlSenior Advisor And Chief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Hendershott Wealth Management, LLC manage?

Hendershott Wealth Management, LLC reports $235.6 million in regulatory assets under management on its Form ADV.

How many employees does Hendershott Wealth Management, LLC have?

Hendershott Wealth Management, LLC reports 7 employees.

Where is Hendershott Wealth Management, LLC located?

Hendershott Wealth Management, LLC is based in Fishers, IN and has been SEC-registered since 2021.

Does Hendershott Wealth Management, LLC disclose fund performance?

Hendershott Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 Municipal Drive, Ste 200 Pmb 1018, Fishers, IN 46038
Phone877-743-6500
Office hours9 a.m. - 6 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$235.6M
Total (RAUM)$235.6M