Trustee of Wahl Family Trust · The Investment House LLC
Deanna Wahl
CRD 6263491 · Named on Form ADV at one SEC-registered adviser
At a glance
The Investment House LLC, an SEC-registered wealth manager based in Redondo Beach, CA with $2.5 billion in regulatory assets, lists Deanna Wahl on its Form ADV as Trustee of Wahl Family Trust, a control person.
Firms and roles
- The Investment House LLCTrustee of Wahl Family TrustWealth manager · Redondo Beach, CA · $2.5B in regulatory assets
AtlasMembers
Deanna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David L. KahnChief Compliance Officer, The Investment House LLC
- Timothy J. WahlPresident and Manager of LLC, The Investment House LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deanna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.