← Tributary

HARBORPOINT WEALTH PARTNERS

VIRGINIA BEACH, VA · CRD 333013 · IAPD ↗ · hendersonfg.com · 757-314-4638

$136.4MRegulatory AUM
3Advisory reps
5Employees
5Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — HENDERSON FINANCIAL GROUP LLC is now doing business as HARBORPOINT WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
December 2025 — HENDERSON FINANCIAL GROUP LLC reported RAUM up 34% ($97.0M -> $130.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2024 — HENDERSON FINANCIAL GROUP LLC (VIRGINIA BEACH, VA) is newly SEC-registered with $105.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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