CRD: 289593
Hendricks Wealth AND Estate Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 23, 2025 and June 9, 2026, reported AUM increased 30.3%, from $411.6M to $536.1M.
Across 5 reported observations, AUM increased 61.3% between March 30, 2022 and June 9, 2026, from $332.3M to $536.1M.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 6 advisory representatives and 919 clients, or 153.2 clients per representative. That equates to $583.4K in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Hendricks Wealth AND Estate Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Financial Advisor
- CRD
- #8090136
NANETTE JOY KASTNER
Office Manager
- CRD
- #5422193
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
SMA allocation detail is available
Hendricks Wealth AND Estate Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.