Haven Wealth Group LLC
● SEC registered since 2008CRD 148099SEC# 801-69527Houston, TX
Reg. AUM
$514.8M
Employees
11
Accounts
819
Location
Houston, TX
Haven Wealth Group LLC assets under management
Haven Wealth Group LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2008. It reports $514.8 million in regulatory assets under management and employs 11 people.
Haven Wealth Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crystal Marie Hebert Control | Chief Operations Officer | 5-10% | 2010 |
| Paula Jill McGee | Chief Compliance Officer | Under 5% | 2025 |
| Richea Powell Control | President & Ceo | 50-75% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Haven Wealth Group LLC manage?
Haven Wealth Group LLC reports $514.8 million in regulatory assets under management on its Form ADV.
How many employees does Haven Wealth Group LLC have?
Haven Wealth Group LLC reports 11 employees.
Where is Haven Wealth Group LLC located?
Haven Wealth Group LLC is based in Houston, TX and has been SEC-registered since 2008.
Does Haven Wealth Group LLC disclose fund performance?
Haven Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 North Loop West, Ste 1110, Houston, TX 77008-1773 |
| Phone | 713-980-8820 |
| Fax | 713-980-8053 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1599390 |
| Discloses disciplinary history | No |
Regulatory AUM
$514.8M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$514.8Mregulatory AUM
Discretionary $492.5MNon-discretionary $22.3M