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HERRINGTON WEALTH MANAGEMENT CORPORATION

Advisory

FRISCO, TX

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,850

of 2,813 advisers by AUM

Average account

$244K

across 168 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

38 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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