This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Insight
- Established Date
- 08-21-2018
- Office Locations
- 1
Office Locations
About Longhouse Wealth Management
Longhouse Wealth Management is a Native American-owned boutique RIA in Encinitas, CA (founded 2018 by John and Dean Ferraro) providing personalized wealth management and fiduciary investment management. The firm emphasizes long-term, passive, ETF-based portfolios and tax-aware planning, with experience supporting Native American families around tribal-specific wealth considerations, plus 3(21)/3(38) ERISA fiduciary services and trust/deferred benefit plan guidance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dean Vincent Ferraro
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6806498
- Ownership
- 50% but less than 75%
John Michael Ferraro
Chief Investment Officer, Investment Advisor
- CRD
- #6991644
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,250,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,250,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,419,959,484 | 19.2% |
| U.S. Government/Agency | $3,342,821,286 | 45.2% |
| Equity - Exchange | $2,632,841,545 | 35.6% |
| Total | $7,395,622,315 | 100.0% |