← Tributary

HENDERSHOTT WEALTH MANAGEMENT, LLC

FISHERS, IN · CRD 170839 · IAPD ↗ · hendershottwealth.com · 877-743-6500

$305.8MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — HENDERSHOTT WEALTH MANAGEMENT, LLC reported RAUM up 30% ($235.6M -> $305.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
February 2025 — HENDERSHOTT WEALTH MANAGEMENT, LLC reported RAUM up 39% ($169.3M -> $235.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
December 2024 — HENDERSHOTT WEALTH MANAGEMENT, LLC changed its website from hilaryhendershottwealthmanagement.com to hendershottwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
October 2024 — HENDERSHOTT WEALTH MANAGEMENT, LLC notice-filed in GA, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
October 2024 — HENDERSHOTT WEALTH MANAGEMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
June 2024 — HENDERSHOTT WEALTH MANAGEMENT, LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — HENDERSHOTT WEALTH MANAGEMENT, LLC moved its main office from SAN JOSE, CA to FISHERS, IN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — HENDERSHOTT WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2024 — HENDERSHOTT WEALTH MANAGEMENT, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.