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HAVEN WEALTH GROUP
Legal name: HAVEN WEALTH GROUP LLC
CRD 148099File 801-69527
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$514.8M
Above cohort median (national)
Discretionary AUM
$492.5M
Non-discretionary $22.3M
Clients
348
819 accounts
Employees
11
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 12, 2008
- Principal office
- 1111 NORTH LOOP WEST, STE 1110, HOUSTON, TX, 77008-1773
- Phone
- 713-980-8820
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $514.8M
- Discretionary AUM
- $492.5M
- Non-discretionary AUM
- $22.3M
- Discretionary accounts
- 807
- Non-discretionary accounts
- 12
- Total accounts
- 819
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $28.3M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 139 | $412.3M |
| Pension and profit sharing plans | Fewer than 5 | $685K |
| Individuals (other than high net worth individuals) | 193 | $72.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FLAT FEE FOR FINANCIAL PLAN
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.