$92.0M Total AUM
$92.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
-- Chicago IL
About Emberhouse, LLC
Emberhouse, LLC is a Chicago-based, founder-led RIA serving retail clients with financial planning and portfolio management, including tax and estate planning, retirement planning, and insurance guidance. Portfolios emphasize mutual funds and ETFs with an asset-allocation and risk-management focus, with access to alternatives and real estate as needed. Custody includes Schwab and Morgan Stanley.
Team overview
43 AVG AGE
$92.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LISA MICHELLE DIETER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4711787
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,991,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,991,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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