RIA Intel›Advisers›California›LONGHOUSE INVESTMENTS LLC

LONGHOUSE INVESTMENTS LLC

Advisory

ENCINITAS, CA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in CA

#4,791

of 5,480 advisers by AUM

Average account

$148K

across 49 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WEALTH MANAGEMENT STRATEGIES FINANCIAL SERVICES, LLC

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