Las Vegas, NV Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Investment House LLC
Team
Firm-wide stats for The Investment House LLC
Clients per advisor
31 Very LowAvg AUM per client
$5,843,771 Very HighHNW client ratio
81% Very HighAbout
The Investment House LLC provides discretionary portfolio management primarily to individual and high‑net‑worth clients, and also to institutional and pooled vehicles such as registered investment companies, pension plans, charitable organizations, and private limited partnership funds. In addition to separately managed accounts, the firm acts as investment adviser to an open‑end mutual fund, serves as sub‑adviser to an exchange‑traded fund, and manages unaffiliated private funds.
TIH develops client-specific investment policies through personal discussions and implements those policies on a discretionary basis across its stated strategies (Growth, Balanced, SRSW, and Special Situations), using a mix of fundamental analysis and top‑down sector selection. The firm’s approach can include ETFs and mutual funds, closed‑end funds, options, and the use of margin or leverage in certain accounts and private funds, and the brochure does not describe a separate financial planning service.
The firm’s brochure highlights several features that distinguish it from many peers: it manages registered investment companies and an ETF while also operating private pooled vehicles, and it receives a share of performance‑based fees paid to a private fund’s general partner—an arrangement the brochure discloses as a potential conflict of interest. TIH also manages over $2 billion in client assets with a relatively compact advisory team and discloses operational practices such as block trading/aggregation and the use of derivatives and borrowing in some separately managed accounts, which are less common among similar team firms.
Based on The Investment House LLC
Expertise
Based on The Investment House LLC
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 Series 65-registered advisor with The Investment House LLC in Las Vegas, NV. He has eight years of industry experience, including five years at Personal Capital Advisors Corporation prior to joining The Investment House LLC in 2018. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm manages various strategies using fundamental analysis and top-down sector selection, and oversees registered investment companies, an ETF, and private funds.
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 42 years of industry experience. He has been with The Investment House LLC since 2012 and has held roles at related entities, including The Investment House Funds and GKM Advisers. He also serves as Secretary and Chief Compliance Officer for The Investment House Funds. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm offers a range of strategies implemented through fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with a team of eight advisors.
Wayne W
Series 63
Las Vegas, NV
The Investment House LLC
Wayne Woodman is a financial advisor with The Investment House LLC and holds a Series 63 designation. He has 23 years of industry experience, including 14 years with The Investment House LLC. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs fundamental analysis and top-down sector selection across multiple strategies, managing registered investment companies, an ETF, and private funds with over $2 billion in client assets.
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