Storehouse Wealth Management, LLC logo

Storehouse Wealth Management, LLC

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Client assets under management

$19,300,781

Clients

80

23% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

40

Typical

Average account size

$241,260

About

Storehouse Wealth Management serves individuals, high‑net‑worth clients, families and related entities (including trusts and estates), closely held businesses, and charitable organizations, offering discretionary and non‑discretionary investment management, financial planning, multi‑family office services, and business consulting. The firm manages roughly $21 million in client assets and operates with a small advisory team supporting about 80 client relationships.

The firm builds flexible, asset‑class diversified portfolios that may include publicly traded equities and fixed income, mutual funds and ETFs, and alternative or private investments, and it may implement model portfolios through a third‑party Schwab platform for accounts it manages. Storehouse combines computer models, economic and data research, and periodic rebalancing with coordination of clients’ outside professionals to address estate, tax, liquidity, and stewardship objectives.

Storehouse discloses several features that are less common among peers of its size: some advisory representatives are licensed insurance agents and the firm’s principals hold ownership roles in a digital‑asset fund manager and a syndication/business consulting entity, with the brochure noting the conflicts and required client disclosures when those offerings are recommended. The firm also recently amended its ADV to clarify its family office offerings, custody practices, and expanded risk disclosures, and it formally documents coordination with third‑party managers and outside professionals.

Client services

Financial planning Portfolio management

Expertise

Family Business Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

1.20% annually (negotiable)

Project-based

Hourly fees possible for Business Consulting and Financial Planning services, as agreed upon

Subscriptions

Family Office Services fees generally payable monthly in advance; fees negotiable based on services and complexity

Other

Fee-only: Fees for Business Consulting and Financial Planning determined based on complexity and scope; may be project basis, recurring retainer, or hourly; fees are non-refundable and may be discounted

Main office location

Storehouse Wealth Management, LLC

5901 N Prospect Rd, Ste 7 D

Peoria IL 61614, United States

Number of offices

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eric S

Series 66

Peoria, IL

Storehouse Wealth Management, LLC

Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Bedrock Digital Asset Management, MML Investors Services, and Mass Mutual Life Insurance. Outside of advising, Scovill is co-owner of Bedrock Digital Asset Management and YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management provides multi-family office services, investment management, and fee-based financial planning primarily to high-net-worth individuals, trusts, and small business owners. The firm uses computer models, economic research, and ongoing monitoring to manage diversified portfolios and offers family-office services including estate and tax planning, philanthropic guidance, and business consulting.

Family Business Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
user avatar

Lisa S

Series 65

Peoria, IL

Storehouse Wealth Management, LLC

Lisa Stephens is a Series 65-licensed financial advisor with Storehouse Wealth Management, LLC in Peoria, IL. She has two years of industry experience and previously worked at DeMarco Sciaccotta Wilkens & Dunleavy, LLP and LS Consulting LLC. Outside of her advisory role, she has experience with the Frankfort Public Library District. Storehouse Wealth Management provides multi-family office services, investment management, and fee-based financial planning primarily to high-net-worth individuals, trusts, and small business owners. The firm employs computer models and ongoing research to construct flexible portfolios and offers additional family-office services such as estate and tax planning, philanthropic guidance, and business consulting.

Family Business Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
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