HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD #170839 SEC #801-120494 FISHERS, IN 877-743-6500
SEC Registered
Total AUM
$235.6M
Discretionary
$0
Employees
7
Clients
0
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $235.6M | $0 | $235.6M | 7 | 0 |
| Jan 2025 | $235.6M | $0 | $235.6M | 7 | 0 |
| Jan 2025 | $235.6M | $0 | $235.6M | 7 | 0 |
| Nov 2024 | $169.3M | $0 | $169.3M | 7 | 10 |
| Sep 2024 | $169.3M | $0 | $169.3M | 7 | 10 |
| May 2024 | $169.3M | $0 | $169.3M | 5 | 10 |
| Mar 2024 | $169.3M | $0 | $169.3M | 6 | 10 |
| Jan 2024 | $142.5M | $0 | $142.5M | 5 | 12 |
| Dec 2023 | $142.5M | $0 | $142.5M | 5 | 12 |
| May 2023 | $142.5M | $0 | $142.5M | 5 | 12 |
| Mar 2023 | $142.5M | $0 | $142.5M | 5 | 12 |
| Sep 2022 | $153.6M | $0 | $153.6M | 5 | 18 |
| Mar 2022 | $153.6M | $0 | $153.6M | 5 | 18 |
| Nov 2021 | $113.1M | $0 | $113.1M | 4 | 12 |
| Mar 2021 | $113.1M | $0 | $113.1M | 4 | 12 |
| Feb 2021 | $113.1M | $0 | $113.1M | 4 | 12 |
| Feb 2021 | $113.1M | $0 | $113.1M | 4 | 12 |
DateOct 2025
Total AUM$235.6M
Discretionary$0
Non-Disc.$235.6M
Employees7
Clients0
DateJan 2025
Total AUM$235.6M
Discretionary$0
Non-Disc.$235.6M
Employees7
Clients0
DateJan 2025
Total AUM$235.6M
Discretionary$0
Non-Disc.$235.6M
Employees7
Clients0
DateNov 2024
Total AUM$169.3M
Discretionary$0
Non-Disc.$169.3M
Employees7
Clients10
DateSep 2024
Total AUM$169.3M
Discretionary$0
Non-Disc.$169.3M
Employees7
Clients10
DateMay 2024
Total AUM$169.3M
Discretionary$0
Non-Disc.$169.3M
Employees5
Clients10
DateMar 2024
Total AUM$169.3M
Discretionary$0
Non-Disc.$169.3M
Employees6
Clients10
DateJan 2024
Total AUM$142.5M
Discretionary$0
Non-Disc.$142.5M
Employees5
Clients12
DateDec 2023
Total AUM$142.5M
Discretionary$0
Non-Disc.$142.5M
Employees5
Clients12
DateMay 2023
Total AUM$142.5M
Discretionary$0
Non-Disc.$142.5M
Employees5
Clients12
DateMar 2023
Total AUM$142.5M
Discretionary$0
Non-Disc.$142.5M
Employees5
Clients12
DateSep 2022
Total AUM$153.6M
Discretionary$0
Non-Disc.$153.6M
Employees5
Clients18
DateMar 2022
Total AUM$153.6M
Discretionary$0
Non-Disc.$153.6M
Employees5
Clients18
DateNov 2021
Total AUM$113.1M
Discretionary$0
Non-Disc.$113.1M
Employees4
Clients12
DateMar 2021
Total AUM$113.1M
Discretionary$0
Non-Disc.$113.1M
Employees4
Clients12
DateFeb 2021
Total AUM$113.1M
Discretionary$0
Non-Disc.$113.1M
Employees4
Clients12
DateFeb 2021
Total AUM$113.1M
Discretionary$0
Non-Disc.$113.1M
Employees4
Clients12