Hendershott Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fishers, IN. Its latest Form ADV filing, dated February 27, 2026, reports $306M in regulatory assets under management, 9 employees, 1 office, and 602 accounts.
Assets Under Management
$306M
Employees
9
Offices
1 office
Total Clients
158
Primary office
FISHERS, IN
11 MUNICIPAL DRIVE, STE 200 PMB 1018, FISHERS, IN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.8% of total clients.
Top client categories% of clientsClients
1
Individuals
53.8%
85
2
HNWI
45.6%
72
3
Corporations
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of February 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$306M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$306M
Total Accounts602
10Y AUM Change+$193M (+170.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee18:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.