HAVEN WEALTH GROUP LLC
Legal name: HAVEN WEALTH GROUP
CRD #148099 SEC #801-69527 HOUSTON, TX 713-980-8820
SEC Registered
Total AUM
$397.8M
Discretionary
$397.8M
Employees
11
Clients
10
Accounts
774
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $397.8M | $397.8M | $0 | 11 | 0 |
| Feb 2024 | $285.6M | $285.6M | $0 | 10 | 0 |
| Sep 2023 | $205.6M | $205.6M | $0 | 7 | 0 |
| Mar 2023 | $205.6M | $205.6M | $0 | 7 | 0 |
| Feb 2022 | $260.9M | $260.9M | $0 | 10 | 0 |
| Feb 2021 | $215.2M | $215.2M | $0 | 8 | 0 |
| Jun 2020 | $174.6M | $174.6M | $0 | 7 | 0 |
| Mar 2020 | $174.6M | $174.6M | $0 | 7 | 0 |
| Mar 2019 | $141.3M | $141.3M | $0 | 8 | 0 |
| Mar 2018 | $158.5M | $158.5M | $0 | 7 | 0 |
| Mar 2017 | $151.4M | $151.4M | $0 | 10 | 200 |
| Apr 2016 | $152M | $152M | $0 | 10 | 100 |
| Feb 2016 | $152M | $152M | $0 | 10 | 100 |
| Jan 2016 | $162.3M | $162.3M | $0 | 7 | 26 |
| Mar 2015 | $162.3M | $162.3M | $0 | 7 | 26 |
| Mar 2015 | $162.3M | $162.3M | $0 | 7 | 26 |
| Mar 2014 | $185M | $185M | $0 | 6 | 26 |
| Oct 2013 | $127M | $127M | $0 | 6 | 26 |
| Sep 2013 | $127M | $127M | $0 | 6 | 26 |
| Mar 2013 | $127M | $127M | $0 | 6 | 26 |
| Mar 2013 | $127M | $127M | $0 | 6 | 26 |
| Mar 2013 | $127M | $127M | $0 | 6 | 26 |
| Mar 2012 | $90.5M | $90.5M | $0 | 1 | 26 |
| Mar 2011 | $73M | $73M | $0 | 5 | -- |
| Feb 2011 | $73M | $73M | $0 | 5 | -- |
| Oct 2009 | $25.8M | $25.8M | $0 | 5 | -- |
| Mar 2009 | $25.8M | $25.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$397.8M
Discretionary$397.8M
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$285.6M
Discretionary$285.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees10
Clients200
DateApr 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees10
Clients100
DateFeb 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees10
Clients100
DateJan 2016
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees6
Clients26
DateOct 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients26
DateSep 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--