Las Vegas, NV Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,864,578,400
ClientsTotal clients
288
AdvisorsAdvisors at this office
3
Of 8 advisors across 6 offices
Location
Las Vegas NV
Advisors at this office
3
Advisors at this office
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.
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.
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.
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