Storehouse Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,300,781
Clients
80
Advisors
2
of 3 employees
About
Storehouse Wealth Management serves individuals, high‑net‑worth clients, families and related entities (including trusts and estates), closely held businesses, and charitable organizations, offering discretionary and non‑discretionary investment management, financial planning, multi‑family office services, and business consulting. The firm manages roughly $21 million in client assets and operates with a small advisory team supporting about 80 client relationships.
The firm builds flexible, asset‑class diversified portfolios that may include publicly traded equities and fixed income, mutual funds and ETFs, and alternative or private investments, and it may implement model portfolios through a third‑party Schwab platform for accounts it manages. Storehouse combines computer models, economic and data research, and periodic rebalancing with coordination of clients’ outside professionals to address estate, tax, liquidity, and stewardship objectives.
Storehouse discloses several features that are less common among peers of its size: some advisory representatives are licensed insurance agents and the firm’s principals hold ownership roles in a digital‑asset fund manager and a syndication/business consulting entity, with the brochure noting the conflicts and required client disclosures when those offerings are recommended. The firm also recently amended its ADV to clarify its family office offerings, custody practices, and expanded risk disclosures, and it formally documents coordination with third‑party managers and outside professionals.
Client services
Expertise
Occupation focus
Fee options
1.20% annually (negotiable)
Hourly fees possible for Business Consulting and Financial Planning services, as agreed upon
Family Office Services fees generally payable monthly in advance; fees negotiable based on services and complexity
Fee-only: Fees for Business Consulting and Financial Planning determined based on complexity and scope; may be project basis, recurring retainer, or hourly; fees are non-refundable and may be discounted
Main office
5901 N Prospect Rd, Ste 7 D
Peoria IL 61614
Advisors at this office
2
Most active in
Illinois
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Eric S
Series 66
Peoria, IL
Storehouse Wealth Management, LLC
Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Bedrock Digital Asset Management, MML Investors Services, and Mass Mutual Life Insurance. Outside of advising, Scovill is co-owner of Bedrock Digital Asset Management and YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management provides multi-family office services, investment management, and fee-based financial planning primarily to high-net-worth individuals, trusts, and small business owners. The firm uses computer models, economic research, and ongoing monitoring to manage diversified portfolios and offers family-office services including estate and tax planning, philanthropic guidance, and business consulting.
Lisa S
Series 65
Peoria, IL
Storehouse Wealth Management, LLC
Lisa Stephens is a Series 65-licensed financial advisor with Storehouse Wealth Management, LLC in Peoria, IL. She has two years of industry experience and previously worked at DeMarco Sciaccotta Wilkens & Dunleavy, LLP and LS Consulting LLC. Outside of her advisory role, she has experience with the Frankfort Public Library District. Storehouse Wealth Management provides multi-family office services, investment management, and fee-based financial planning primarily to high-net-worth individuals, trusts, and small business owners. The firm employs computer models and ongoing research to construct flexible portfolios and offers additional family-office services such as estate and tax planning, philanthropic guidance, and business consulting.
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