Haven Wealth Group

HAVEN WEALTH GROUP is an SEC-registered investment adviser in HOUSTON, TX, registered since 2008. The firm manages $515 million in assets, $492 million on a...

Haven Wealth Group

HAVEN WEALTH GROUP is an SEC-registered investment adviser in HOUSTON, TX, registered since 2008. The firm manages $515 million in assets, $492 million on a discretionary basis. It has 11 employees and 8 investment advisers.

linkedin.com/company/10255102

General information

Firm type

Multi Family Office

What is Haven Wealth Group?

Haven Wealth Group is a multi family office tracked on Altss.

What does Altss track for Haven Wealth Group?

Altss maintains an OSINT-verified profile of Haven Wealth Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Haven Wealth Group?

Haven Wealth Group is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Haven Wealth Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Haven Wealth Group's Altss profile last updated?

Haven Wealth Group's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.