Claim Profile
DW

Deanna Wahl

THE INVESTMENT HOUSE LLC·REDONDO BEACH, California
Unclaimed Profile
210 AVENUE I, REDONDO BEACH, CA 90277CRD# 6263491Firm CRD# 163493
01

About

Deanna Wahl is a registered financial advisor based in REDONDO BEACH, California, affiliated with THE INVESTMENT HOUSE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
THE INVESTMENT HOUSE LLC
THE INVESTMENT HOUSE LLC
AUM
$1.6B
Regulatory assets under management
Employees
10
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6263491
Firm CRD# 163493
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in REDONDO BEACH?

Browse all registered financial advisors in REDONDO BEACH, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Deanna Wahl offer?
Deanna Wahl specializes in Investment Management, Retirement Planning. Contact their office in REDONDO BEACH, California for a consultation.
What are Deanna Wahl's credentials?
Deanna Wahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deanna Wahl located?
Deanna Wahl is based in REDONDO BEACH, California, working with THE INVESTMENT HOUSE LLC. Their office serves clients in the REDONDO BEACH metropolitan area and surrounding communities.
How does Deanna Wahl charge for services?
Deanna Wahl's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE INVESTMENT HOUSE LLC?
THE INVESTMENT HOUSE LLC has approximately 10 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty