LONGHOUSE WEALTH MANAGEMENT
Firm details
- Headquarters
- ENCINITAS, California
- CRD number
- 298119
- Website
- www.longhousewm.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals20%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Longhouse Wealth Management is a privately held limited liability company that advises individuals and families. The firm is owned by an individual and charges clients on a percentage-of-assets-under-management basis. Its advisory activities focus on discretionary portfolio management for individuals and small businesses and it runs educational seminars and workshops as part of its client-facing services. Longhouse is not registered as a multi-state adviser, does not describe itself as an ESG-focused investor, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds75%
- US Government Bonds20%
- Exchange Traded Equities5%
Owners & executives
2 of 2John Ferraro
Chief Investment OfficerCRD 6991644
Dean Ferraro
CEOCRD 6806498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ENCINITAS, CA
SAN DIEGO
Location
ENCINITAS, CA
Headquartered in ENCINITAS, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 187 Calle Magdalena
- Time zone
- PT (UTC-8)
- Office locations
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