Andrew
Woodman

The Investment House LLC

CRD#6628474
Investment Advisor
in Las Vegas, NV

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About this Advisor

Andrew Woodman is a certified financial planner working out of Las Vegas, Nevada who has 3 years of industry experience. Woodman is an employee of The Investment House LLC. Throughout their career, Woodman has worked at Personal Capital Advisors Corporation, First Western Trust and The Investment House LLC. Woodman maintains a Series 65 license, designating them as an investment advisor representative, and can work in California and Nevada. The Investment House LLC is a financial advisory business with a branch in Las Vegas, Nevada. The firm has a total of 10 people on staff. It oversees $1 billion in assets under management between its 526 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 526 customer accounts, 69% are associated with high-net-worth individuals who have more than $1 million in assets. The Investment House LLC provides a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fees largely are based on which services the firm provides the client. Fee types charged by The Investment House LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Las Vegas, NV

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The Investment House LLC Brokerage Details

Total Assets Under Management

$1,183,229,400

Total Number of Employees

10

Total Number of Accounts

526

Average Account Size

$2,249,486

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Andrew Woodman Work History

Andrew has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

The Investment House LLC

2013 - 2018 (5 years)

Personal Capital Advisors Corporation

2011 - 2013 (2 years)

First Western Trust

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Woodman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Investment House LLC

Peter Gardiner
Venice, CA
Wayne Woodman
Las Vegas, NV
Steven Steinberg
Pacific Grove, CA
Timothy Wahl
Rancho Palos Verdes, CA
Andrew Woodman
Las Vegas, NV
Tyler Logan
Playa Del Rey, CA
David Kahn
Las Vegas, NV
Glenn Goodstein
Del Mar, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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