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HARBORPOINT WEALTH PARTNERS
Legal name: HENDERSON FINANCIAL GROUP LLC
CRD 333013File 801-131512
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$136.4M
Bottom 25% of cohort (national)
Discretionary AUM
$123.6M
Non-discretionary $12.8M
Clients
280
643 accounts
Employees
5
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 26, 2024
- Principal office
- ONE COLUMBUS CENTER, 283 CONSTITUTION DRIVE, STE 540, VIRGINIA BEACH, VA, 23462
- Phone
- 757-314-4638
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.4M
- Discretionary AUM
- $123.6M
- Non-discretionary AUM
- $12.8M
- Discretionary accounts
- 640
- Non-discretionary accounts
- 3
- Total accounts
- 643
- AUM per client
- $487K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.8M |
| Charitable organizations | Fewer than 5 | $17.4M |
| High net worth individuals | 26 | $49.8M |
| Individuals (other than high net worth individuals) | 250 | $56.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2026 | Clients | 226 | 280 | increased by54 |
| Apr 1, 2026 | AUM | $130,164,413 | $136,405,284 | increased by$6,240,871 |
| Apr 1, 2026 | Accounts | 601 | 643 | increased by42 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 240 | 226 | decreased by14 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $96,995,773 | $130,164,413 | increased by$33,168,640 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 517 | 601 | increased by84 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARBORPOINT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARBORPOINT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.