Investment adviser · CRD 333013
HARBORPOINT WEALTH PARTNERS
Investment adviser filing (IA)
HENDERSON FINANCIAL GROUP LLC
VIRGINIA BEACH, VA, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $136M Form ADV · Item 5.F
- Client accounts
- 643 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 250 | $56,384,345 | 41.3% |
| High-net-worth individuals | 26 | $49,759,910 | 36.5% |
| Charities | Fewer than 5 | $17,442,882 | 12.8% |
| Corporations & businesses | Fewer than 5 | $12,818,147 | 9.4% |
Filing source
Form ADV 2133125 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
ONE COLUMBUS CENTER, 283 CONSTITUTION DRIVE, STE 540VIRGINIA BEACH, VA, 23462, United States
CRD 333013
Filing source
Form ADV 2133125 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.