Andrew Woodman
Investment adviser representative at The Investment House LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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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
13 years in the industry.
- The Investment House LLCMay 2018 to now
- Personal Capital Advisors CorporationSep 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
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
- 6628474
- Firm CRD
- 163493