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Timothy John Wahl

THE Investment House LLC

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About Timothy John Wahl

Timothy John Wahl is an investment advisor representative with The Investment House LLC. Timothy has been in the industry for over 30 years and holds Series 7 and Series 63 licenses. Timothy has worked at Gruntal & Co. Incorporated and Cruttenden Roth Incorporated prior to joining The Investment House LLC. Timothy is a registered investment advisor in California.

Firm Information

Timothy Wahl is currently registered with THE Investment House LLC. THE Investment House LLC is an investment advisor registered with the SEC and located in Redondo Beach, CA. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, investment companies, pooled investment vehicles, individuals other than high-net-worth, and corporations or other businesses. The firm offers portfolio management services for individuals, investment companies, and pooled investment vehicles.
THE Investment House LLC

210 AVENUE I

REDONDO BEACH, CA 90277

$1.62B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Timothy Wahl’s Registration & Firm History

CA

05/29/2012 - Present

THE Investment House LLC (Rancho Palos Verdes CA)

CA

09/03/1996 - 12/04/1997

CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)

NY

08/06/1993 - 08/16/1996

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy John Wahl.
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