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LONGHOUSE WEALTH MANAGEMENT
LONGHOUSE INVESTMENTS LLC
CRD 298119
187 CALLE MAGDALENA, SUITE 103, ENCINITAS, CA, 92024, United States
Phone
760-642-1100
Fax
888-732-7170
Registration
— (—)
Source
State registered
Total AUM
$7.3M
Discretionary AUM
$7.3M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $1.4M |
| High net worth individuals | 19 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD