Haven Wealth Group

CRD 148099 · Houston, TX · $514.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148099
SEC number: 801-69527
Firm type: RIA
Assets under management: $514.8M as of Feb 18, 2026
Website: www.linkedin.com/COMPANY/10255102 ↗
Phone: 713-980-8820
Address: 1111 North Loop West, Ste 1110, Houston, TX, 77008-1773

Advisors at this firm

8 in our index · page 1 of 1

Rebecca Lynn ArseneauCRD 7902877 · Houston, TX

IA Registered
William Charles CalvinCRD 5664344 · Houston, TX

IA Registered
Marc Dale GoldsteinCRD 2334828 · Atlanta, GA

IA Registered
Rosalie M GroendesCRD 6473401 · Houston, TX

IA Registered
Crystal Marie HebertCRD 6650545 · Houston, TX

IA Registered
Paula Jill McgeeCRD 8158228 · Houston, TX

IA Registered
Richea PowellCRD 2308997 · Houston, TX

IA Registered
Richard H. WiesnerCRD 6179923 · Cypress, TX

IA Registered

Source & corrections

Where this page comes from

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