Investment adviser · CRD 148099
HAVEN WEALTH GROUP
Investment adviser filing (IA)
HAVEN WEALTH GROUP LLC
HOUSTON, TX, United States · Form ADV filed Feb 18, 2026
- Regulatory AUM
- $515M Form ADV · Item 5.F
- Client accounts
- 819 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 139 | $412,310,659 | 80.1% |
| Individuals | 193 | $72,299,473 | 14.0% |
| Corporations & businesses | 11 | $28,256,907 | 5.5% |
| Charities | Fewer than 5 | $1,198,464 | 0.2% |
| Retirement plans | Fewer than 5 | $684,973 | 0.1% |
Filing source
Form ADV 2054079 · Feb 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters
Compensation
Percentage of assets
Principal office
1111 NORTH LOOP WEST, STE 1110HOUSTON, TX, 77008-1773, United States
CRD 148099
Filing source
Form ADV 2054079 · Feb 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.