HENDERSHOTT WEALTH MANAGEMENT, LLC

Adviser information for HENDERSHOTT WEALTH MANAGEMENT, LLC last updated from Form ADV on March 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	485	$169.3M
Total	485	$169.3M

Clients

Type	Number	RAUM
Individuals	98	$40.6M
HNW Individuals	41	$123.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	3	$5.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	2
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-120494
SEC ERA File Number	801-120494
SEC CIK Numbers	None
SEC CRD Numbers	170839
Legal Entity Identifier	None

Principal Office

11 MUNICIPAL DRIVE
STE 200 PMB 1018
FISHERS
IN
United States

Monday - Friday, 9 A.M. - 6 P.M.

Tel: 408-769-3005, Fax: None

Websites

www.hilaryhendershottwealthmanagement.com www.hilaryhendershott.com www.igniteinvesting.com www.profitbosslive.com www.50kwealthmultiplier.com www.twitter.com/hilarythecfp www.facebook.com/hilaryhendershott www.youtube.com/hilaryhendershott www.pinterest.com/hilarythecfp/ www.linkedin.com/in/hilarythecfp/ hendershottwealth.com www.instagram.com/hilary.hendershott/ moneyblueprintprogram.com/

Chief Compliance Officer

JENNIFER KAY RUPP

SENIOR ADVISOR

11 MUNICIPAL DRIVE

STE 200 PMB 1018

FISHERS

United States

Tel: 408-769-3005

J**@********************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners