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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hendershott Wealth Management LLC
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|---|---|
| CRD # | 170839 |
| SEC # | 801-120494 |
| CIK # | |
| AUM | $235.6 M (2025-01-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 877-743-6500 |
| Address | 11 Municipal Drive Fishers, IN 46038 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 40.4 |
| (b) Individuals (high net worth individuals) | 51 | 193.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 235.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 522 | 235.6 |
| Total | 522 | 235.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 233.5 | |
| Total | 522 | 235.6 |
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|---|---|---|
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0.2 | |
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Benningfield Financial Advisors LLC
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TX | 0.2 |
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Colorado Wealth Group LLC
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CO | 0.2 |
|
Muirfield Wealth Advisors LLC
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NC | 0.2 |
|
Foronjy Financial LLC
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CA | 0.2 |