Hendricks Wealth and Estate Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Algonquin, IL. Its latest Form ADV filing, dated March 18, 2026, reports $536M in regulatory assets under management, 7 employees, 1 office, and 2,734 accounts.
Assets Under Management
$536M
Employees
7
Offices
1 office
Total Clients
919
Primary office
ALGONQUIN, IL
2403 HARNISH DR., SUITE 201, ALGONQUIN, IL, United States
Portfolio management for individuals and small businesses
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 81.8% of total clients.
Top client categories% of clientsClients
1
Individuals
81.8%
752
2
HNWI
17.5%
161
3
Pension Plans
0.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$536Mas of March 18, 2026
Discretionary99.2%
$532M
99% of total RAUM99.2%
Non-discretionary0.8%
$4M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$536M
Total Accounts2,734
10Y AUM Change+$536M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee131:1
10Y Employee Change+5 (+250.0%)
* 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.