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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROENDES, ROSALIE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| POWELL, RICHEA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| POWELL, RICHEA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT | E | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | E | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | E | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | E | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | E | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | D | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | D | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | D | Control |
| POWELL, RICHEA | I | PRESIDENT & CEO | D | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| CALVIN, WILLIAM, CHARLES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| Hebert, Crystal, Marie | I | CHIEF OPERATIONS OFFICER | A | Control |
| Hebert, Crystal, Marie | I | CHIEF OPERATIONS OFFICER | A | Control |
| Hebert, Crystal, Marie | I | CHIEF OPERATIONS OFFICER | A | Control |
| Hebert, Crystal, Marie | I | CHIEF OPERATIONS OFFICER | A | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (2)
GA TX
Address
1111 NORTH LOOP WEST, STE 1110HOUSTON, TX 77008-1773
United States
Phone: 713-980-8820