{"url":"https://nivawealth.com/firms/hendershott-wealth-management-170839","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170839","regulatoryAum":305773253,"crd":"170839","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7827771","suffix":null,"lastName":"Bradford","firstName":"Ashley","middleName":null},{"crd":"7249953","suffix":null,"lastName":"Hause","firstName":"Alyssa","middleName":"Noelle"},{"crd":"5573791","suffix":null,"lastName":"HENDERSHOTT","firstName":"HILARY","middleName":"MARTIN"},{"crd":"5003813","suffix":null,"lastName":"HENDERSHOTT","firstName":"ROBERT","middleName":"JAMES"},{"crd":"8355620","suffix":null,"lastName":"Larm","firstName":"Kristy","middleName":"Nicole"},{"crd":"5200268","suffix":null,"lastName":"RUPP","firstName":"JENNIFER","middleName":"KAY"},{"crd":"7500388","suffix":null,"lastName":"Wadsworth","firstName":"Hollina","middleName":"Kay"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":113073448,"clients":126,"employees":4,"offices":1},{"filedOn":"2022-03-17","regulatoryAum":153613622,"clients":136,"employees":5,"offices":1},{"filedOn":"2023-05-19","regulatoryAum":142524588,"clients":142,"employees":5,"offices":1},{"filedOn":"2024-05-20","regulatoryAum":169265556,"clients":142,"employees":5,"offices":2},{"filedOn":"2025-01-31","regulatoryAum":235639534,"clients":143,"employees":7,"offices":2},{"filedOn":"2026-02-27","regulatoryAum":305773253,"clients":158,"employees":9,"offices":2}],"secFileNumber":"801-120494","legalName":"Hendershott Wealth Management, LLC","displayName":"Hendershott Wealth Management","slug":"hendershott-wealth-management-170839","website":"https://hendershottwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2014","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"11 Municipal Drive, Ste 200 PMB 1018","city":"Fishers","state":"IN","stateName":"Indiana","country":"United States","postalCode":"46038"},"tradeNames":[],"registration":{"secApproved":"11 March 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1929741.3694267515,"staff":{"employees":9,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":305773253,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":305773253,"nonDiscretionaryAccounts":602,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":85,"regulatoryAum":36603779},{"label":"High-net-worth individuals","clients":72,"regulatoryAum":266365616},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":2803858}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","versionId":1012682,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-27","documentName":"HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE","fee_rate_low":0.35,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"3(21) Fiduciary 401(k) Services","summary":"Standard advisory fee of 0.60% of all assets in the plan; this fee is negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","versionId":1012682,"submittedOn":"2026-02-27","documentName":"HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE"},{"role":"other","program":"Financial Coaching","summary":"Fixed fee of $1,500 to $20,000, negotiable in certain circumstances, or $400 to $800 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","versionId":1012682,"submittedOn":"2026-02-27","documentName":"HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE"},{"role":"other","program":"Financial Planning","summary":"Hourly fee of $350 for financial planning, negotiable; a fixed-fee family financial plan ranges from $1,000 to $12,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","versionId":1012682,"submittedOn":"2026-02-27","documentName":"HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE"},{"role":"other","program":"UTEWM Strategy Session","summary":"$995 for a 60-minute strategy session, credited against portfolio management fees if the client later enrolls.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","versionId":1012682,"submittedOn":"2026-02-27","documentName":"HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:56:14.5464+00:00","documents":[{"name":"HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","versionId":1012682,"submittedOn":"2026-02-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":272161103},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":30808293}],"custodyNote":"Hendershott Wealth Management does not have custody of client assets.","leadership":[{"name":"Jennifer Rupp","title":"Senior Advisor and Chief Compliance Officer","crd":"5200268"},{"name":"Hilary Hendershott","title":"Managing Member","crd":"5573791"}],"ownership":[{"label":"Hilary Hendershott","detail":"Managing member in the 75% or more ownership band and a control person, since April 2014."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2570 N First Street","city":"San Jose"}]},{"state":"Indiana","offices":1,"addresses":[{"street":"11 Municipal Drive, Ste 200 PMB 1018","city":"Fishers","headquarters":true}]}],"brochureServices":["retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"877-743-6500","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":27},{"label":"Securities issued by registered investment companies or business development companies","percent":72},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/170839/PDF/170839.pdf","brochureDate":"27 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hendershott Wealth Management have?","answer":"Hendershott Wealth Management has 158 clients and manages $306 million for them, as of February 2026. They include 85 individual clients, 72 high-net-worth individuals and 1 corporate or other business client.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hendershott Wealth Management offer?","answer":"Hendershott Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hendershott Wealth Management charge?","answer":"Hendershott Wealth Management charges 0.35%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.","source":"HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hendershott Wealth Management use?","answer":"Hendershott Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $272M and Fidelity Brokerage Services LLC (Smithfield, RI), with $30.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hendershott Wealth Management have?","answer":"Hendershott Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hendershott Wealth Management invest in?","answer":"At the end of its last fiscal year, Hendershott Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hendershott Wealth Management?","answer":"Hendershott Wealth Management’s direct owner is Hilary Hendershott (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hendershott Wealth Management get paid?","answer":"Hendershott Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hendershott Wealth Management registered with the SEC?","answer":"Yes, Hendershott Wealth Management has been registered with the SEC as an investment adviser since 11 March 2021. Its CRD number is 170839 and its SEC file number is 801-120494.","source":"Form ADV Part 1A, Item 1, filed 27 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hendershott Wealth Management?","answer":"Hendershott Wealth Management’s main office is at 11 Municipal Drive, Ste 200 PMB 1018, Fishers, IN 46038. Its phone number is 877-743-6500. Its website is hendershottwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}