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Timothy John Wahl

Investment adviser representative at The Investment House LLC
14 yearsExperience
1 stateRegistered in
$2.5BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. The Investment House LLCMay 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 1 state (CA).

The Investment House LLC

$2.5BAssets managed
253Clients
8Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2326669
Firm CRD
163493
Advisor's SEC record (opens in a new tab)
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