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Storehouse Wealth Management, LLC
Storehouse Wealth Management is a multi-family office and RIA focused on private credit, real estate, and hedge funds for high-net-worth families.
Storehouse Wealth Management, LLC
Storehouse Wealth Management, LLC, is a registered investment advisor operating in the United States. The firm provides wealth management services tailored to high-net-worth families, with an emphasis on alternative asset allocations including private credit, real estate, and hedge funds. Its structure suggests a multi-family office model, though specific founding details or principal names are not publicly documented. The firm's strategy centers on capital preservation and income generation through direct investments in private credit instruments, alongside real estate and hedge fund placements. While no public portfolio companies or deal structures have been disclosed, the firm's positioning aligns with a conservative alternative asset approach typical of small multi-family offices. Geographic focus appears to be North America. Storehouse Wealth Management does not publicly report AUM, team size, or additional office locations. No recent operational events—such as leadership changes, fund closings, or philanthropic initiatives—have been recorded in public sources. The firm maintains a low profile consistent with serving private clients who value anonymity. A structural differentiator is the firm's registration as an RIA under the Investment Advisers Act of 1940, which imposes fiduciary duties and regulatory oversight. This structure is common for multi-family offices that manage discretionary accounts for unrelated families, distinguishing it from single-family offices that operate without SEC registration.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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