HENDERSHOTT WEALTH MANAGEMENT, LLC

Overview

Hendershott Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator that serves both individual and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model is flexible — percentage of AUM plus hourly and fixed-fee engagements — and the practice explicitly reports it is not an active ESG investor. Investment implementation appears to lean toward manager selection and use of pooled vehicles rather than sole reliance on in‑house discretionary mandates. The firm reports its advisory activity is focused on assembling client portfolios through public funds and third‑party managers, and it flags “selection of other advisers” as a core service, indicating frequent use of sub‑advisers or external managers to execute strategies on client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices