HERNDON WEALTH SERVICES INC

HERNDON WEALTH SERVICES INC of VERO BEACH, FL is an SEC-registered investment adviser (CRD 313930).

Registration

• CRD: 313930
• Type: Registered investment adviser
• Location: 916 20TH PLACE, VERO BEACH, FL, 32960
• Phone: 772-925-1063
• Latest filing: 2026-06-01
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313930 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search