This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-10-2012
- Office Locations
- 6
Office Locations
About THE Investment House LLC
The Investment House, LLC is an SEC-registered RIA focused on long-term, after-tax and inflation-adjusted capital growth, building portfolios by studying broad economic change, identifying beneficiary companies, and valuing them for the long run. The firm provides investment management and financial planning, with an ETF-centric SMA approach for retail and institutional clients including business owners. Operates fully remote with on-demand meeting space in the LA metro area.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEANNA WAHL
--
- CRD
- --
- Ownership
- 75% or more
DAVID LARRY KAHN
Chief Compliance Officer, Vice President
- CRD
- #1242008
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
PETER RICHARD GARDINER
Investment Advisor
- CRD
- #1297370
GLENN STEVEN GOODSTEIN
Managing Member, Senior Investment Advisor
- CRD
- #2294989
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,202,989,900 | $3,647,334 |
| Non-Discretionary | $0 | -- |
| Total | $2,202,989,900 | $3,647,334 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing