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Alyssa Noelle Hause

Hendershott Wealth Management, LLC

Fishers, IN

Pismo Beach, CA

CRD 7249953

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Employer firm

Hendershott Wealth Management, LLC CRD 170839

$306M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hendershott Wealth Management, Llc

11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-01
CA RA APPROVED 2020-04-21
  • TX RA
    APPROVED
    Since 2022-12-01
  • CA RA
    APPROVED
    Since 2020-04-21

Branch Locations

11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States

Pismo Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hendershott Wealth Management, Llc San Jose CA 01/2020 Present
Family Wealth Consultants, Inc. San Jose CA 04/2012 Present
Other Businesses

Family Wealth Consultants, Inc., investment-related business, 1541 The Alameda San Jose, CA 95126 , financial planning firm, paraplanner, since 4/2/2012, 80 hours/month, prepare financial plans, complete client forms, accounting and client follow up.

Designations
  • Certified Financial Planner
Other Names
  • Alyssa Noelle Martin
  • Alyssa Noelle Hause-Schmidt

View on SEC IAPD

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