Heritage Haus Wealth Partners LLC
● SEC registered since 2026CRD 342736SEC# 801-136481New Braunfels, TX
Reg. AUM
$241.1M
Employees
6
Accounts
1,177
Location
New Braunfels, TX
Heritage Haus Wealth Partners LLC assets under management
Heritage Haus Wealth Partners LLC is an SEC-registered investment adviser based in New Braunfels, TX. The firm has been registered since 2026. It reports $241.1 million in regulatory assets under management and employs 6 people.
Heritage Haus Wealth Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Francisco Gaona Control | Managing Member, Vice President | 25-50% | 2026 |
| Michael Samuel Srulowitz Control | Managing Member, Ceo, Cco | 50-75% | 2026 |
Frequently asked questions
How much does Heritage Haus Wealth Partners LLC manage?
Heritage Haus Wealth Partners LLC reports $241.1 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Haus Wealth Partners LLC have?
Heritage Haus Wealth Partners LLC reports 6 employees.
Where is Heritage Haus Wealth Partners LLC located?
Heritage Haus Wealth Partners LLC is based in New Braunfels, TX and has been SEC-registered since 2026.
Does Heritage Haus Wealth Partners LLC disclose fund performance?
Heritage Haus Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1176 N. Business Ih 35, Suite 530, New Braunfels, TX 78130 |
| Phone | 512-665-0773 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$241.1Mregulatory AUM
Discretionary $241.1M