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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 10-06-2017
- Office Locations
- 4
Office Locations
About Hendricks Wealth AND Estate Management
Hendricks Wealth and Estate Management is an Illinois-based RIA serving retail and institutional relationships, focused on entrepreneurs and families. The firm pairs financial planning with estate, tax, insurance, and business-succession guidance, and builds portfolios primarily with public funds (mutual funds, index funds, and ETFs) alongside selective alternative exposures. Custodied with Charles Schwab.
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Owner & Executives
JAMES GERALD HENDRICKS
Managing Member, Owner
- CRD
- #4514899
- Ownership
- Less than 5%
SEAN MICHAEL HENDRICKS
Chief Compliance Officer, Financial Advisor
- CRD
- #6064288
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Thomas Donald Anderson
--
- CRD
- #8090136
NANETTE JOY KASTNER
--
- CRD
- #5422193
Alpha zenith
Vertex prime
- CRD
- #64895
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,746,633 | $197,749 |
| Non-Discretionary | $4,369,166 | $97,093 |
| Total | $536,115,799 | $196,092 |
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Separately Managed Accounts
Total SMA Asset: $536,115,799
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,096,084,883 | 39.1% |
| Cash | $804,124,635 | 15.0% |
| Equity - Exchange | $2,460,621,385 | 45.9% |
| Total | $5,360,830,903 | 100.0% |