← Back to searchVisit website
STOREHOUSE WEALTH MANAGEMENT, LLC
CRD 315433
5901 N PROSPECT RD, STE 7D, PEORIA, IL, 61614, United States
Phone
3093703107
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.1M
Discretionary AUM
$21.1M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $4.9M |
| High net worth individuals | 18 | $14.4M |
| Charitable organizations | 1 | $995K |
| Corporations/business entities | 6 | $479K |
All web addresses on file
Official SEC filing: View on IAPD