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HERRINGTON WEALTH MANAGEMENT CORPORATION
CRD 305202
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $6.9M |
| High net worth individuals | 11 | $30.6M |
| Charitable organizations | 1 | $3.5M |
| Corporations/business entities | 1 | $5 |
All web addresses on file
Official SEC filing: View on IAPD