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RIA · CRD 298119State-Registered Investment Adviser

Updated:

Longhouse Wealth Management

LONGHOUSE WEALTH MANAGEMENT is a state-registered investment adviser in ENCINITAS, CA. It manages approximately $7 million in regulatory assets.

Overview

LONGHOUSE WEALTH MANAGEMENT is a state-registered investment adviser in ENCINITAS, CA. It manages approximately $7 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Encinitas

Corporate office

Portland, OR, United States

Sector focus

Wealth ManagementFinancial PlanningLegacy Planning

Frequently asked questions

What investment stages does Longhouse typically target?

The firm's focus is predominantly on traditional wealth management asset classes—public equities, fixed income, and liquid alternatives—with exposure to private equity and real assets through managed accounts and fund-of-funds. There is no public evidence of venture-stage or growth-equity direct investing.

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