Haven Wealth Group
Haven Wealth Group is an SEC-registered wealth manager in Houston, TX with $514.8M assets under management (AUM, regulatory AUM), +80% over one year. See who owns Haven Wealth Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148099, SEC 801-69527, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $514.8M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 11
- Clients
- 348
- CRD
- 148099
- Ownership
- POWELL, RICHEA; GROENDES, ROSALIE, M; CALVIN, WILLIAM, CHARLES; Hebert, Crystal, Marie; McGee, Paula, Jill
How much AUM does Haven Wealth Group have?
Haven Wealth Group reported $514.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Haven Wealth Group?
Disclosed owners and executives of Haven Wealth Group include POWELL, RICHEA, GROENDES, ROSALIE, M, CALVIN, WILLIAM, CHARLES, Hebert, Crystal, Marie, McGee, Paula, Jill. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.