EMBERHOUSE, LLC
RIASEC Registered
Total AUM
$92M
Discretionary
$92M
100% of AUM
Avg account
$554K
Accounts
166
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 285781
- Website
- www.emberhouse.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.1%
- Individuals17.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Emberhouse, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients through fee-based relationships (percentage of AUM). The firm provides financial planning and portfolio management tailored to individuals and small businesses. According to the snapshot, Emberhouse is owned by an individual, is not designated as a multi-state adviser, and does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1LISA DIETER
Founder & Wealth AdvisorCRD 4711787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
IDG ADVISORS, LLC
RIADENVER, CO
AUM $92MTEAM 1REPS 2
PORTSEA INVESTMENTS, INC.
RIAAUM $92MTEAM 1REPS 1
MURPHY INVESTMENT ADVISORS, INC.
RIAPASADENA, CA
AUM $92MTEAM 1REPS 1
WALNUT GREEN ASSET MANAGEMENT, LLC
RIAWILMINGTON, DE
AUM $92MTEAM 2REPS 2
MERINGOFF WEALTH MANAGEMENT GROUP, LLC
RIAAUM $91.9MTEAM 1REPS 1
MUNDOVAL CAPITAL MANAGEMENT, INC.
RIALA JOLLA, CA
AUM $91.9MTEAM 3REPS 3