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| Happy Holidays!! thanks for using AUM13F!! |
| Haven Wealth Group LLC
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| CRD # | 148099 |
| SEC # | 801-69527 |
| CIK # | |
| AUM | $397.8 M (2025-03-19) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 713-980-8820 |
| Address | 1111 North Loop West, Ste 1110 Houston, TX 77008-1773 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 64.8 |
| (b) Individuals (high net worth individuals) | 123 | 323.4 |
| (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 | 1 | 0.1 |
| (h) Charitable organizations | 1 | 1.1 |
| (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 | 10 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 774 | 397.8 |
| By Discretionary | ||
| Discretionary | 774 | 397.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 774 | 397.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.8 | |
| Total | 774 | 397.8 |
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|---|---|---|
|
Primesolutions Advisors LLC
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|
PA | 0.4 |
|
Cape Investment Advisory Inc
✚
|
GA | 0.4 |
|
Kassouf Wealth Advisors LLC
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|
AL | 0.4 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.4 |
|
Financial Innovations LLC
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GA | 0.4 |
|
Presidio Capital Management LLC
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|
CA | 0.4 |
|
Sterling Group Wealth Management LLC
✚
|
CA | 0.4 |
|
Pandowealth LLC
✚
|
0.4 | |
|
Semmax Financial Advisors Inc
✚
|
NC | 0.4 |
|
Sequent Planning LLC
✚
|
NE | 0.4 |