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HENDRICKS WEALTH AND ESTATE MANAGEMENT

ALGONQUIN, IL · CRD 289593 · IAPD ↗ · 847-428-3997

$536.1MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — HENDRICKS WEALTH AND ESTATE MANAGEMENT notice-filed in AL, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — HENDRICKS WEALTH AND ESTATE MANAGEMENT crossed $500M in regulatory AUM ($411.6M -> $536.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
December 2025 — HENDRICKS WEALTH AND ESTATE MANAGEMENT moved its main office from WEST DUNDEE, IL to ALGONQUIN, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
December 2025 — HENDRICKS WEALTH AND ESTATE MANAGEMENT grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — HENDRICKS WEALTH AND ESTATE MANAGEMENT notice-filed in KY, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — HENDRICKS WEALTH AND ESTATE MANAGEMENT reported RAUM up 28% ($274.0M -> $351.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2024 — HENDRICKS WEALTH AND ESTATE MANAGEMENT reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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