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HERITAGE HAUS WEALTH PARTNERS LLC
HERITAGE HAUS WEALTH PARTNERS LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-05,...
Overview
HERITAGE HAUS WEALTH PARTNERS LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-05, it reported 6 employees; 1,177 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Registered Investment Adviser
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