PI
Puthouse, Inc.
Wealth Manager · Boutique (under $100M)
CRD 344469
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ADV data as of Sep 30, 2026
- Regulatory AUM
- $974K
- Discretionary
- $974K
- Clients
- 10
- Avg AUM / client
- $97.4K
- Accounts
- 10
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $714K | 73.3% |
| Corporations and other businesses | 1 | $260K | 26.7% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Alpaca Securities Llc $974K (100% of AUM) Sep 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 30, 2026.