Hendershott Wealth Management, LLC
● SEC registered since 2021CRD 170839SEC# 801-120494Fishers, IN
Reg. AUM
$305.8M
Employees
9
Accounts
602
Location
Fishers, IN
Hendershott Wealth Management, LLC assets under management
Hendershott Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Fishers, IN. The firm has been registered since 2021. It reports $305.8 million in regulatory assets under management and employs 9 people.
Hendershott Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hilary Martin Hendershott Control | Managing Member | Over 75% | 2014 |
| Jennifer Kay Rupp Control | Senior Advisor And Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Hendershott Wealth Management, LLC manage?
Hendershott Wealth Management, LLC reports $305.8 million in regulatory assets under management on its Form ADV.
How many employees does Hendershott Wealth Management, LLC have?
Hendershott Wealth Management, LLC reports 9 employees.
Where is Hendershott Wealth Management, LLC located?
Hendershott Wealth Management, LLC is based in Fishers, IN and has been SEC-registered since 2021.
Does Hendershott Wealth Management, LLC disclose fund performance?
Hendershott Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 Municipal Drive, Ste 200 Pmb 1018, Fishers, IN 46038 |
| Phone | 877-743-6500 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$305.8M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$305.8Mregulatory AUM
Discretionary $0Non-discretionary $305.8M