Algonquin, IL Office
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Hendricks Wealth and Estate Management
Team
Firm-wide stats for Hendricks Wealth and Estate Management
About
Hendricks Wealth and Estate Management advises individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities, offering comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The team of six advisors manages approximately $536 million in client assets across roughly 913 client relationships.
The firm provides primarily discretionary asset management with ongoing monitoring and periodic rebalancing, implementing multi‑asset allocation across individual stocks, bonds, ETFs, mutual funds, options and select public and private investments. Its investment process draws on a mix of fundamental, technical and cyclical analysis, mutual fund/ETF due diligence, and conservative cash management (including money market funds and certificates of deposit) to maintain liquidity and support fee processing.
Hendricks discloses several atypical affiliations: firm representatives are licensed attorneys providing legal services through a separate Hendricks Law Office, P.C., and the adviser’s ownership and related‑entity arrangements are routed through Hendricks Wealth Enterprises, LLC, reflecting affiliations with other advisory entities. The brochure also discloses use of third‑party lead generation services and that some representatives hold insurance licenses, with written engagement agreements and policies intended to address the resulting conflicts of interest.
Expertise
Location
2403 Harnish Dr., Suite 201
Algonquin IL 60102
Advisors at this office
3
Advisors at this office
James M
Verified by Warmer
Series 65
Algonquin, IL
Hendricks Wealth and Estate Management
James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.
Sean H
Series 65, Series 66
Algonquin, IL
Hendricks Wealth and Estate Management
Sean Hendricks is a financial advisor at Hendricks Wealth and Estate Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and is also a licensed attorney in Illinois, operating Hendricks Law Office separately from his advisory work. His prior experience includes roles at Hero Investment Planners LLC and Foote, Meyers, Mielke & Flowers, LLC. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in assets. The firm offers discretionary asset management and financial planning, utilizing a multi-asset allocation strategy supported by fundamental, technical, and cyclical analysis.
Daniel L
Series 65
Algonquin, IL
Hendricks Wealth and Estate Management
Daniel Leitner is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Commerce Partners, LLC, Miller Commons, LLC, Rose Plaza Partners, Haill 911, and Uline. Outside of advisory work, Leitner is involved with AgTechLogic, a precision spray agriculture technology company, where he serves as a creditor and warrant holder. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-asset allocation approach with discretionary asset management, combining fundamental, technical, and cyclical analysis along with mutual fund and ETF due diligence.
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