Heritage Haus Wealth Partners LLC
● SEC registered since 2026CRD 342736SEC# 801-136481New Braunfels, TX
Reg. AUM
—
Employees
5
Accounts
—
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 employs 5 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 many employees does Heritage Haus Wealth Partners LLC have?
Heritage Haus Wealth Partners LLC reports 5 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 | 2115 Stephens Place, 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
EmployeesTop 62%
More than 38% of 16,825 advisers