Longhouse Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Longhouse Wealth Management provides discretionary portfolio management and investment education to individuals, high‑net‑worth clients, families, trusts, business entities, and retirement plans. As a small advisory firm, it manages approximately $7.25 million across roughly 49 client relationships and offers community-facing educational content and events.
The firm tailors portfolios to each client’s objectives, time horizon, risk tolerance, liquidity needs, and tax considerations, employing asset allocation across individual securities, ETFs, mutual funds, REITs, and fixed income and, when appropriate, options for risk management. Investment management is generally delivered on a discretionary basis, with asset‑based advisory fees billed monthly through the client’s custodian (currently Interactive Brokers) and ongoing monitoring and rebalancing.
Noteworthy distinctions include disclosure of an affiliated tax‑preparation and tax‑planning business (Authoritax) operated by a firm principal, which the brochure identifies as an outside business activity and potential conflict of interest, and a stated focus on serving Native American individuals, families, tribes, and Native‑owned businesses. The firm also regularly offers seminars, workshops, and published educational materials to clients and the public, services the brochure treats as general education rather than individualized investment advice.
Client services
Expertise
Fee options
Maximum annual advisory fee is 1.25% per year, billed monthly in arrears based on average daily balance
Account minimum: $250,000 Fee-only: Investment management fees based on AUM; investment education services may be offered free of charge or for a separate fee disclosed before the service or event
Main office
187 Calle Magdalena, Suite 103
Encinitas CA 92024
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Longhouse Investments LLC · Longhouse Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Dean F
Series 63, Series 66
Encinitas, CA
Longhouse Wealth Management
Dean Ferraro is a financial advisor with Longhouse Wealth Management in Encinitas, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Longhouse, he spent one year at HD Vest Investment Services and has owned and operated Authoritax, an accounting and tax preparation business, since 2014. Longhouse Wealth Management provides discretionary portfolio management and investment education to individuals, high-net-worth clients, families, trusts, business entities, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, utilizing a range of asset types and offering community-facing educational content and events.
John F
Series 65
Encinitas, CA
Longhouse Wealth Management
John Ferraro is a Series 65-licensed financial advisor with Longhouse Wealth Management in Encinitas, CA, where he has worked since 2018. He has seven years of industry experience. Longhouse Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement plans, providing discretionary portfolio management across equities, bonds, ETFs, and REITs. The firm uses proprietary quantitative and technical risk-management models to tailor investment policies and employs educational content and client seminars as part of its service approach.
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