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HAVEN WEALTH GROUP

HOUSTON, TX · CRD 148099 · IAPD ↗ · 713-980-8820

$514.8MRegulatory AUM
8Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — HAVEN WEALTH GROUP crossed $500M in regulatory AUM ($397.8M -> $514.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
April 2025 — HAVEN WEALTH GROUP reported RAUM up 39% ($285.6M -> $397.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — HAVEN WEALTH GROUP reported RAUM up 39% ($205.6M -> $285.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
March 2024 — HAVEN WEALTH GROUP grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.