LONGHOUSE WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$148K
Accounts
49
Employees
2
Advisory reps
2

Firm details

Headquarters
ENCINITAS, California
CRD number
298119
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI80%
  • Individuals20%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, US Government Bonds 20%, Exchange Traded Equities 5%75%
  • Public Funds/Mutual Funds75%
  • US Government Bonds20%
  • Exchange Traded Equities5%

Owners & executives

2 of 2
  • John Ferraro

    Chief Investment OfficerCRD 6991644

  • Dean Ferraro

    CEOCRD 6806498

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth