HENDERSHOTT WEALTH MANAGEMENT, LLC

11 Municipal Drive
Ste 200 Pmb 1018
Fishers, Indiana 46038
Tel: 877-743-6500

About HENDERSHOTT WEALTH MANAGEMENT, LLC

HENDERSHOTT WEALTH MANAGEMENT, LLC, formally registered with the SEC as HENDERSHOTT WEALTH MANAGEMENT, LLC. The firm was established in 03/11/2021. They have over 2 offices throughout the country.

HENDERSHOTT WEALTH MANAGEMENT, LLC is a Fishers, Indiana based Financial Planning firm with nearly $235,639,534 assets under management, offering retirement planning & investment advisory services to 522 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170839
SEC#	801-120494
Assets Managed by Firm	$235,639,534
No. of Clients	522
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	522	$235,639,534
Individuals (other than high net worth individuals)	91	$40,407,213
High net worth individuals	51	$193,030,284
Corporations or other businesses	1	$2,202,037

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