Data / Investment advisers / Virginia / Harborpoint Wealth Partners
Harborpoint Wealth Partners, Virginia Beach, VA: $136 million AUM, SEC registered investment adviser
Harborpoint Wealth Partners is an SEC registered investment adviser with its main office in Virginia Beach, Virginia and reports $136 million in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 333013
- SEC file number
- 801-131512
- SEC status
- Approved, effective November 26, 2024
- Legal name
- Henderson Financial Group LLC
- Main office
- One Columbus Center, 283 Constitution Drive Ste 540, Virginia Beach, VA 23462
- Phone
- (757) 314-4638
- Website
- hendersonfg.com
- Regulatory AUM
- $136,405,284 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $123,587,137
- Non discretionary AUM
- $12,818,147
- Accounts
- 643
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 250 | $56.4 million |
| High net worth individuals | 26 | $49.8 million |
| Charitable organizations | 1 | $17.4 million |
| Corporations or other businesses | 3 | $12.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $136.4 million | March 27, 2026 |
| December 1, 2025 | $130.2 million | October 21, 2025 |
Other advisers in Virginia Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cook Financial Designs, Inc. | Virginia Beach | $172.4 million | Not listed | adviserinfo.sec.gov |
| Jjsa Advisors, LTD. | Virginia Beach | $154.3 million | Not listed | adviserinfo.sec.gov |
| Hundredfold Advisors, LLC | Virginia Beach | $148.2 million | Not listed | adviserinfo.sec.gov |
| October Effect LTD. | Virginia Beach | $145.6 million | Not listed | adviserinfo.sec.gov |
| Forefront Asset Management, LLC | Virginia Beach | $136.9 million | Not listed | adviserinfo.sec.gov |
| Apforia | Virginia Beach | $101.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia Beach, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Harborpoint Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.