Storehouse Investments Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,809,627
Total clients
178
2% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
89
Average account size
$189,942
About
The firm provides discretionary investment management and financial planning to individuals (including both high‑net‑worth and non‑HNW households), retirement plans, charitable organizations, and business entities. Services described in the brochure include ongoing portfolio management, financial planning and consulting, and dedicated management of variable and fixed indexed annuity and variable life contracts.
Investment advice is delivered on a discretionary basis and tailored to each client’s stated goals, time horizon, and risk tolerance using fundamental analysis and periodic account reviews; custodial and trade execution services are provided through an institutional custodian. The firm also documents client objectives in investment policy statements, performs quarterly account reviews, and offers ERISA plan services in either a limited 3(21) advisory role or a full 3(38) investment manager capacity.
What distinguishes the firm from many peers is the combination of adjacent financial services noted in the brochure: certain principals operate as licensed insurance agents and may receive insurance compensation, another managing member provides tax preparation services, and the firm operates an education arm that runs seminars and workshops for the public. The firm’s explicit capability to directly manage annuity contracts and to provide both plan‑level ERISA 3(38) fiduciary services, coupled with its educational offerings and affiliated insurance and tax activities, are notable features relative to similarly sized advisory practices.
Client services
Fee options
Financial planning fees range from $500 to $5,000 flat fee
$0 - $1,000,000: 1.0% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.50% annually
$100 per hour for financial consulting services
Account minimum: $10,000 per household
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Storehouse Investments Llc
3021 Wilmington Rd
New Castle PA 16105, United States
Number of offices
1
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")