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| Haven Wealth Group LLC
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|---|---|
| CRD # | 148099 |
| SEC # | 801-69527 |
| CIK # | 0001599390 |
| AUM | 514.8 M (2026-02-18) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 713-980-8820 |
| Address | 1111 North Loop West, Ste 1110 Houston, TX 77008-1773 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 37.9 | ||
| Curtiss Wright Corp | 32.7 | ||
| Nvidia Corp | 29.6 | ||
| Amazon Com Inc | 20.9 | ||
| J P Morgan Chase & Co | 17.0 | ||
| Broadcom Inc | 15.1 | ||
| Apple Inc | 13.0 | ||
| KLA Tencor Corp | 12.8 | ||
| Microsoft Corp | 11.0 | ||
| Caterpillar Inc | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 72.3 |
| (b) Individuals (high net worth individuals) | 139 | 412.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.7 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 28.3 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 514.8 |
| By Discretionary | ||
| Discretionary | 807 | 492.5 |
| Non-Discretionary | 12 | 22.3 |
| Total | 819 | 514.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 514.8 | |
| Total | 819 | 514.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599390] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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