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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2024
- Office Locations
- 1
Office Locations
About Newhouse Integrated Financial Advisors LLC
Newhouse Integrated Financial Advisors LLC is a Soquel-based RIA. The firm has been operating for 1 years. Managing $39.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.4% is discretionary and 6.6% is non-discretionary.
The firm reports 2 advisory representatives and 12 clients, or 6 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on June 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Newhouse Integrated Financial Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Robert Gaukel
Chief Compliance Officer, Managing Member
- CRD
- #7979157
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Todd Scalisi
--
- CRD
- #6609337
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,393,083 | -- |
| Non-Discretionary | $2,568,799 | -- |
| Total | $38,961,882 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Newhouse Integrated Financial Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.