Hendershott Wealth Management, LLC

Hendershott Wealth Management, LLC (CRD# 170839) is a financial advisory firm headquartered in Fishers, IN. They manage $169,265,556 in 485 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
11 Municipal Drive, Ste 200 Pmb 1018, Fishers, IN 46038
http://www.hilaryhendershottwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $349,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, IN, LA, NH, TX, WA

Financial Advisors at Hendershott Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Hilary Hendershott, financial advisor Fishers IN
Hilary M. Hendershott
CRD#: 5573791
11 Municipal Drive, Ste 200 Pmb 1018, Fishers, IN 46038

Hilary Hendershott (CRD# 5573791) is an Investment Advisor Representative working at Hendershott Wealth Management, LLC in Fishers, IN and has over 15 years of experience in the finance industry.

2
Jennifer Rupp, financial advisor Goshen IN
Jennifer K. Rupp
CRD#: 5200268
Goshen, IN

Jennifer Rupp (CRD# 5200268) is an Investment Advisor Representative working at Hendershott Wealth Management, LLC in Goshen, IN and has over 16 years of experience in the finance industry.

3
Alyssa Hause, financial advisor Fishers IN
Alyssa N. Hause
CRD#: 7249953
11 Municipal Drive, Ste 200 Pmb 1018, Fishers, IN 46038

Alyssa Hause (CRD# 7249953) is an Investment Advisor Representative working at Hendershott Wealth Management, LLC in Fishers, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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