LP Profile

Hendershott Wealth Management

Also known as hendershott wealth

Wealth ManagerFishers, United StatesFounded 2014
$154M
Assets Under Management
Fishers
Headquarters
Investment Focus

About Hendershott Wealth Management

Hendershott Wealth Management offers ultra-tax efficient financial planning for women and families to build lasting wealth with trusted financial advisors.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Hendershott Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$305.8M
Total Clients
602
Filing Date
February 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Hendershott Wealth Management?

Hendershott Wealth Management is a wealth manager based in Fishers, United States, managing approximately $154M in assets.

Where is Hendershott Wealth Management headquartered?

Hendershott Wealth Management is headquartered in Fishers, United States.

How much does Hendershott Wealth Management manage?

Hendershott Wealth Management manages approximately $154M in assets under management.

When was Hendershott Wealth Management founded?

Hendershott Wealth Management was founded in 2014.

How can I contact Hendershott Wealth Management?

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