Multi-Family OfficeRIA · CRD 315433SEC-Registered

Updated:

Storehouse Wealth Management, LLC

STOREHOUSE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Peoria, IL. The firm manages approximately $21 million in regulatory assets.

Storehouse Wealth Management, LLC

STOREHOUSE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Peoria, IL. The firm manages approximately $21 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Sector focus

Private CreditReal EstateHedge Funds

Frequently asked questions

What types of investments does Storehouse Wealth Management typically make?

Storehouse Wealth Management focuses on alternative assets including private credit, real estate, and hedge funds. The firm emphasizes capital preservation and income generation over growth-oriented strategies. Specific allocations are not publicly disclosed.

How is Storehouse Wealth Management structured?

Storehouse Wealth Management is registered as a multi-family office and RIA under the Investment Advisers Act of 1940. This structure indicates it manages discretionary accounts for multiple high-net-worth families, subjecting it to SEC oversight and fiduciary duties.

Does Storehouse Wealth Management participate in co-investments or direct deals?

The firm's focus on private credit and real estate suggests it may engage in direct investments or co-investments alongside general partners, but no specific deals or co-investor relationships have been publicly confirmed.

Is Storehouse Wealth Management a single-family or multi-family office?

Based on its RIA registration, Storehouse Wealth Management operates as a multi-family office serving multiple families. Its discretion on investment management and fiduciary responsibilities align with the multi-family office model.

What geographic markets does Storehouse Wealth Management focus on?

The firm's operations appear concentrated in North America, given its US registration and lack of disclosed international offices. No investments outside the US have been publicly identified.

How does Storehouse Wealth Management source deal flow?

The firm likely sources opportunities through middle-market private credit and real estate networks, but its proprietary sourcing methods are not publicly documented. No partnerships or club deals have been disclosed.

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