DBA: HENDRICKS WEALTH AND ESTATE MANAGEMENT
| Total AUM | $536.1M |
| Discretionary | $531.7M99% of AUM |
| Non-Discretionary | $4.4M |
| Client Accounts | 2,734 |
| Avg Account Size | $196K |
| Employees | 7 |
| Peak AUM | $536.1MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $536M | +30.3% | +23.6% | +14.4% | |
| Discretionary AUM | |||||
| Total AUM | $536.1M |
| Discretionary | $531.7M |
| Employees | 7 |
| Client Accounts | 2734 |
| Client Range | 0 |
Address
2403 HARNISH DR.,
ALGONQUIN IL 60102
Phone
847-428-3997
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$532M
99.2% of AUM
Non-Discretionary
$4M
0.8% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
Total AUM
$536M
| $532M |
| +30.8% |
| +24.1% |
| +14.7% |
| Non-Disc. AUM | $4M | 11.2% | 8.7% | 3.9% |
| Total Accounts | 3k | +1.7% | +4.1% | +6.6% |
| Avg Account Size | $196,092.099 | +28.1% | +18.7% | +7.4% |
| Employees | 7 | +40.0% | +11.2% | +17.8% |
| AUM / Employee | $77M | 7.0% | +11.1% | 2.9% |
Client AUM Segments | |||||
| Wealth AUM | $532M | +30.8% | +24.1% | +14.7% | |
| Institutional AUM | $4M | 12.9% | 9.9% | 3.8% | |
Client Count Segments | |||||
| HNW Clients | 752 | +4.3% | +3.3% | +7.7% | |
| Institutional | 6 | 0.0% | 4.7% | 2.9% | |
| Individuals | 161 | +28.8% | +7.8% | +3.9% | |