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HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD 170839 · SEC 801-120494
11 MUNICIPAL DRIVE, STE 200 PMB 1018, FISHERS, IN, 46038, United States
Phone
877-743-6500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.8M
Discretionary AUM
$0
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $36.6M |
| High net worth individuals | 72 | $266.4M |
| Corporations/business entities | 1 | $2.8M |
States served
CA, GA, IN, OR, PR, WA, TX, NH
All web addresses on file
- https://hendershottwealth.com
- https://www.instagram.com/hilary.hendershott/
- HTTPS://WWW.HILARYHENDERSHOTT.COM
- HTTPS://WWW.IGNITEINVESTING.COM
- HTTPS://WWW.x.com/hilarythecfp
- HTTPS://WWW.FACEBOOK.COM/HILARYHENDERSHOTT
- HTTPS://WWW.YOUTUBE.COM/HILARYHENDERSHOTT
- HTTPS://WWW.LINKEDIN.COM/IN/HILARYTHECFP/
- HTTP://WWW.HILARYHENDERSHOTTWEALTHMANAGEMENT.COM
Official SEC filing: View on IAPD