Longhouse Wealth Management

Longhouse Wealth Management (CRD# 298119) is a financial advisory firm headquartered in Encinitas, CA. They manage $6,373,000 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
187 Calle Magdalena, Suite 103, Encinitas, CA 92024
https://www.facebook.com/longhousewm
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $120,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Longhouse Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Rachela Black, financial advisor Torrance CA
Rachela D. Black
CRD#: 7027492
Torrance, CA

Rachela Black (CRD# 7027492) is an Investment Advisor Representative working at Longhouse Wealth Management in Torrance, CA and has 1 year of experience in the finance industry.

2
Dean Ferraro, financial advisor Encinitas CA
Dean V. Ferraro
CRD#: 6806498
187 Calle Magdalena, Suite 103, Encinitas, CA 92024

Dean Ferraro (CRD# 6806498) is an Investment Advisor Representative working at Longhouse Wealth Management in Encinitas, CA and has over 6 years of experience in the finance industry.

3
John Ferraro, financial advisor Encinitas CA
John M. Ferraro
CRD#: 6991644
187 Calle Magdalena, Suite 103, Encinitas, CA 92024

John Ferraro (CRD# 6991644) is an Investment Advisor Representative working at Longhouse Wealth Management in Encinitas, CA and has over 5 years of experience in the finance industry.

4
Stephen Caruso, financial advisor Encinitas CA
Stephen Caruso
CRD#: 7252633
187 Calle Magdalena, Suite 103, Encinitas, CA 92024

Stephen Caruso (CRD# 7252633) is an Investment Advisor Representative working at Longhouse Wealth Management in Encinitas, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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