Storehouse Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,099,778
Total clients
80
23% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
40
Average account size
$263,747
About
Storehouse Wealth Management provides multi-family office services, investment management, and fee‑based financial planning primarily to high‑net‑worth individuals, trusts, and small business owners. Like many supported firms, it manages portfolios on a discretionary basis and charges percentage‑of‑AUM advisory fees.
The firm uses computer models, economic and data research, and ongoing monitoring to construct flexible portfolios that may include domestic and international equities, fixed income, ETFs and alternative investments, and it may implement model portfolios through a third‑party platform with discretionary trading authority. In addition to portfolio management, Storehouse offers family‑office services — estate and tax planning projections, philanthropic and stewardship guidance, liquidity/exit planning, and business consulting — and conducts periodic reviews to align investments with client objectives.
Noteworthy distinctions include disclosed outside‑business affiliations: firm management co‑owns a digital‑asset fund manager (with about 10 hours/month of back‑office involvement) and a business consulting/syndication company (about 65 hours/month), and some advisory representatives are licensed insurance agents; the brochure states these relationships can create conflicts of interest and that the firm discloses them and enforces a Code of Ethics. The filing also records a recent material change to custody practices (limited custody only for fee deduction) and specifies operational requirements for model implementation (custody through the designated platform).
Client services
Expertise
Occupation focus
Fee options
Flat fees possible for business consulting and financial planning projects; fees are negotiable and based on complexity and scope
1.20% annually, payable monthly in arrears, negotiable
Hourly billing possible for business consulting and financial planning as agreed upon
Fee-only: Business consulting and financial planning fees may be on a project basis, recurring retainer basis, or hourly basis; fees are negotiable and based on complexity and scope
Main office location
Storehouse Wealth Management, LLC
5901 N Prospect Rd, Ste 7 D
Peoria IL 61614, United States
Number of offices
1
Most active in
Illinois
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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