# Haven Wealth Group

Haven Wealth Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/10255102

## Regulatory record

- **CRD number:** 148099
- **SEC file number:** 801-69527
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148099

## About

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.

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Last updated: 2026-07-06T01:24:17.946Z

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