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HERRINGTON WEALTH MANAGEMENT CORPORATION

CRD 305202

Visit website

6160 WARREN PKWY, SUITE 100, FRISCO, TX, 75034, United States

Phone

214-509-8724

Fax

Registration

— (—)

Source

State registered

Total AUM

$40.9M

Discretionary AUM

$40.9M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals25$6.9M
High net worth individuals11$30.6M
Charitable organizations1$3.5M
Corporations/business entities1$5

All web addresses on file

Official SEC filing: View on IAPD