PUTHOUSE

Legal name: PUTHOUSE, INC.

CRD 344469File 801-137634

APPROVED

Retail clients

Filing as of Oct 8, 2026

Feed vintage Oct 31, 2026

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Regulatory AUM

$974K

Bottom 25% of cohort (national)

Discretionary AUM

$974K

Clients

10 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Oct 30, 2026
Principal office: 7000 N MOPAC EXPY, STE 200, AUSTIN, TX, 78731
Phone: (510) 626-0372
Website: https://puthouse.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $974K
Discretionary AUM: $974K
Non-discretionary AUM: $0
Discretionary accounts: 10
Non-discretionary accounts: 0
Total accounts: 10
AUM per client: $97K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$260K
Individuals (other than high net worth individuals)	9	$714K

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Fees as stated in brochure

ADV Part 2A Item 5

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Filed changes

Date	Field	From	To	Change
Oct 31, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PUTHOUSE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PUTHOUSE” may also match similarly-named firms). Confirm identity against each filing.

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Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.