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New Heights Planning
New Heights Planning is an SEC-registered investment adviser in Houston, TX. The firm manages approximately $73 million in regulatory assets.
New Heights Planning
New Heights Planning is an SEC-registered investment adviser in Houston, TX. The firm manages approximately $73 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
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Frequently asked questions
Who founded New Heights Planning?
The firm's founders are not named in public records as of 2026. It operates as an RIA under an undisclosed ownership structure.
What is New Heights Planning's investment strategy?
The firm's asset allocation, sector focus, and stage preferences are not detailed in public sources. It is classified as an RIA, suggesting wealth management and financial planning services.
Does New Heights Planning have a public AUM figure?
No. The firm does not publish an AUM figure, and no external estimate is available from known sources.
Where is New Heights Planning headquartered?
The firm's headquarters city and country are not disclosed in public records. It has no listed additional offices.
Is New Heights Planning affiliated with an operating company or foundation?
No public affiliation with any operating company or philanthropic foundation has been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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