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HERITAGE HAUS WEALTH PARTNERS LLC

NEW BRAUNFELS, TX · CRD 342736 · IAPD ↗ · heritagehauswealth.com · 830-316-3590

$241.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — HERITAGE HAUS WEALTH PARTNERS LLC notice-filed in AZ, FL, LA, NE, OH, OK, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
October 2026 — HERITAGE HAUS WEALTH PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
October 2026 — HERITAGE HAUS WEALTH PARTNERS LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2026 — HERITAGE HAUS WEALTH PARTNERS LLC (NEW BRAUNFELS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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