RIA Intel›Advisers›Indiana›HENDERSHOTT WEALTH MANAGEMENT, LLC

HENDERSHOTT WEALTH MANAGEMENT, LLC

Advisory

N·FISHERS, IN

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$306M
1-Year AUM Growth
+18.8%
3-Year CAGR
+14.2%
Employees
6
Assets Under Management
Total AUM$306M
Discretionary AUM$0
Non-Discretionary AUM$306M
Discretionary %0%
Total Clients143
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record14
First FilingFeb 9, 2021
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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