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HAVEN WEALTH GROUP
HAVEN WEALTH GROUP LLC
CRD 148099 · SEC 801-69527
1111 NORTH LOOP WEST, STE 1110, HOUSTON, TX, 77008-1773, United States
Phone
713-980-8820
Fax
713-980-8053
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$514.8M
Discretionary AUM
$492.5M
Team
11 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 193 | $72.3M |
| High net worth individuals | 139 | $412.3M |
| Pension/profit sharing plans | 4 | $685K |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 11 | $28.3M |
States served
GA, TX
All web addresses on file
Official SEC filing: View on IAPD