CRD: 305202
Herrington Wealth Management Corporation
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Foundation ridgeNorth +more
- Established Date
- 09-03-2019
- Office Locations
- 1
Office Locations
About Herrington Wealth Management Corporation
Herrington Wealth Management is an independent, fee-only fiduciary RIA in Frisco, TX serving families focused on multigenerational wealth transfer. The firm combines portfolio management (stocks, bonds, mutual funds and ETFs) with integrated tax and estate planning, coordinating with clients’ attorneys and accountants. Clients can access a curated menu of alternative funds (e.g., private equity, private credit, real assets, hedge funds) with an education-first onboarding, plus concierge “housecall” service across DFW.
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Owner & Executives
EVANGELINE TYNDALL HERRINGTON
Chief Compliance Officer, Managing Director, Owner
- CRD
- #6434996
- Ownership
- 75% or more
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Galen Rue Herrington
Financial Advisor
- CRD
- #7622175
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,918,951 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,918,951 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,918,951
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,175,266,410 | 15.2% |
| Equity - Exchange | $835,057,712 | 10.8% |
| Corporate - Investment Grade | $811,861,665 | 10.5% |
| Other | $1,492,279,060 | 19.3% |
| Cash | $471,652,967 | 6.1% |
| Municipal Bonds | $657,221,348 | 8.5% |
| U.S. Government/Agency | $2,288,676,692 | 29.6% |
| Total | $7,732,015,854 | 100.0% |