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The Investment House LLC

Updated today

Client assets under management

$1,864,578,400

Clients

288

77% high-net-worth

Advisors

8

of 11 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

36

Low

Average account size

$6,474,231

About

Like most multi‑team advisers, The Investment House LLC provides discretionary portfolio management to individual and high‑net‑worth clients and also works with pension plans, charitable organizations and other institutional clients. In addition to separately managed accounts, the firm serves as investment adviser to an open‑end mutual fund and manages several private pooled investment vehicles.

The firm applies a mix of strategies — a long‑horizon growth approach using top‑down/bottom‑up security selection, balanced allocations, a low‑volatility ETF‑based “stay rich, sleep well” strategy, and opportunistic special‑situations trading — and generally manages accounts on a discretionary basis. Private funds managed by the firm may employ hedging and leverage, and the firm uses a range of securities including mutual funds, equities, bonds, options, ETFs and REITs.

Noteworthy is TIH’s role in advising investment companies and pooled vehicles and its function as a private‑fund adviser, features that are less common among peers in this category. The firm and certain advisory representatives receive portions of private fund management and performance fees — a conflict disclosed in the brochure — and the firm does not advertise standalone financial planning as a service.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Percentage

$0+: up to 1.5%, majority charged 1.0% or less (negotiable) $0+: 0% (some clients charged zero fee)

Performance-based

Performance-based fees charged by Mercury Partners L.P. (a Private Fund), portion received by TIH.

Other

Account minimum: $1,000,000 Fee-only: Annual investment advisory fees range from 1.5% to zero; majority charged 1.0% or less; fees are negotiable.

Main office location

The Investment House LLC

210 Avenue I, Ste C

Redondo Beach CA 90277, United States

Number of offices

2

Most active in

Arizona · Arkansas · California · Colorado · Florida · Illinois · Louisiana · Nevada · New Hampshire · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy W

Series 63

Manhattan Beach, CA

The Investment House LLC

Timothy Wahl is a financial advisor at The Investment House LLC with 25 years of industry experience. He holds the Series 63 designation and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a top-down/bottom-up investment approach across multiple strategies and manages separately managed accounts, a registered mutual fund, and several private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Andrew W

CFP®, Series 65

Las Vegas, NV

The Investment House LLC

Andrew Woodman is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at The Investment House LLC since 2018 and previously spent five years at Personal Capital Advisors Corporation. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm manages separately managed accounts, a registered mutual fund, and multiple private funds, employing a top-down/bottom-up investment process across various strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Peter G

Series 63, Series 66

Venice, CA

The Investment House LLC

Peter Gardiner is a financial advisor at The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors, managing separately managed accounts, an open-end mutual fund, and multiple private funds. The firm employs a combined top-down and bottom-up investment process across several strategies and is notable for its active management of investment companies and private pooled vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

David K

Series 63, Series 65

Las Vegas, NV

The Investment House LLC

David Kahn is a financial advisor with The Investment House LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with The Investment House since 2012 and also serves as Secretary and Chief Compliance Officer for The Investment House Funds. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors, including pension plans and private pooled investment vehicles. The firm employs a top-down/bottom-up investment process across multiple strategies and acts as adviser to an open-end mutual fund and several private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Tyler L

Series 65

Redondo Beach, CA

The Investment House LLC

Tyler Logan is a financial advisor at The Investment House LLC with a Series 65 designation and four years of industry experience. Prior to joining The Investment House in 2020, he worked at PayJunction and held roles at UCSB, Sinjin Volleyball Camp, and Santa Monica High School. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a combined top-down and bottom-up investment approach across multiple strategies and manages separately managed accounts, a registered mutual fund, and private pooled investment vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Wayne W

Series 63

Las Vegas, NV

The Investment House LLC

Wayne Woodman is a financial advisor with The Investment House LLC in Las Vegas, NV, holding a Series 63 designation and 23 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm manages separately managed accounts, a registered mutual fund, and multiple private funds, employing a top-down/bottom-up investment process across several strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Steven S

Series 63, Series 66

Pacific Grove, CA

The Investment House LLC

Steven Steinberg is a financial advisor at The Investment House LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a top-down/bottom-up investment process across multiple strategies and manages separately managed accounts, an open-end mutual fund, and several private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Glenn G

Series 63, Series 65

Del Mar, CA

The Investment House LLC

Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at MG Capital Partners since 2016 and has been with The Investment House LLC since 2012. He is also the owner and president of GSG Capital Advisors, a separate investment-related business. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm manages separately managed accounts, a registered mutual fund, and multiple private funds, employing a top-down/bottom-up investment process across several strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments
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