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

    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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
187 Calle Magdalena
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth