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NEW HEIGHTS PLANNING
NEW HEIGHTS PLANNING, LLC
CRD 314959
540 HEIGHTS BOULEVARD, SUITE 207, HOUSTON, TX, 77007, United States
Phone
832-787-1912
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$73.0M
Discretionary AUM
$73.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.8M |
| High net worth individuals | 23 | $67.2M |
All web addresses on file
Official SEC filing: View on IAPD