Hendershott Wealth Management, LLC
Firm details
- Headquarters
- Fishers, Indiana
- CRD number
- 170839
- Registered since
- March 11, 2021
- Website
- hendershottwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.11%
- Individuals11.97%
- Corporations / Businesses0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hendershott Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator, combining percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm does not present itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities27%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Jennifer Rupp
Financial AdvisorCRD 5200268
Hilary Hendershott
FounderCRD 5573791
Alyssa Hause
Investment Advisor RepresentativeCRD 7249953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fishers, IN
Hamilton
Location
Fishers, IN
Headquartered in Fishers, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 11 Municipal Dr
- Time zone
- ET (UTC-5)
- Office locations
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