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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BeaconCrest legacy
- Established Date
- 05-20-2014
- Office Locations
- 5
Office Locations
About Hendershott Wealth Management, LLC
Hendershott Wealth Management, LLC is an RIA focused on helping women navigate major life milestones with comprehensive financial planning and a personalized, evidence-based investment plan. The firm emphasizes values-aligned guidance, portfolio construction, and risk management, investing primarily through public funds and ETFs. Custody includes Charles Schwab, and the firm is led by managing member Hilary Martin Hendershott.
Team overview
Insights
CRM
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HILARY MARTIN HENDERSHOTT
Chief Compliance Officer, Financial Professional, Managing Member
- CRD
- #5573791
- Ownership
- 75% or more
JENNIFER KAY RUPP
Chief Compliance Officer, SENIOR ADVISOR, Senior Financial Advisor
- CRD
- #5200268
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ashley Bradford
--
- CRD
- #7827771
Alyssa Noelle Hause
Financial Advisor, General Partner
- CRD
- #7249953
Crest wave
Ember alpha
- CRD
- #88896
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $305,773,253 | $507,929 |
| Total | $305,773,253 | $507,929 |
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Separately Managed Accounts
Total SMA Asset: $305,773,253
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,600,589,799 | 29.7% |
| Equity - Exchange | $4,439,390,668 | 50.7% |
| Cash | $1,716,214,144 | 19.6% |
| Total | $8,756,194,611 | 100.0% |