STOREHOUSE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$21.1M

Discretionary

$21.1M

100% of AUM

Avg account

$128K

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: PEORIA, Illinois
CRD number: 315433
Website: storehousewealth.io
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.21%
Individuals23.27%
Charitable Organizations4.72%
Corporations / Businesses2.27%
Other1.54%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Storehouse Wealth Management, LLC is an independent registered investment adviser structured as an LLC that serves individuals, families and small business clients. The firm combines financial planning and discretionary portfolio management with insurance brokerage services and charges clients through a mix of AUM-based fees, hourly billing and fixed-fee engagements. Investment activity is tilted toward public equities: the firm shows a clear preference for exchange-traded securities and ETFs as the backbone of client portfolios, supplemented by mutual funds and selective allocations to alternatives. Storehouse also appears to sponsor limited partnerships and can act as a sponsor or managing member for pooled vehicles, indicating it may originate or co-sponsor private placements for clients when appropriate.