Haven Wealth Group

Haven Wealth Group (CRD# 148099) is a financial advisory firm headquartered in Houston, TX. They manage $152,000,000 in 379 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $401,055
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Haven Wealth Group
Showing 1 - 5 of 5 top financial advisors.
1
Richea Powell
CRD#: 2308997
1111 North Loop West, Suite 1110, Houston, TX 77008
96
Wealthminder
score

Richea Powell (CRD# 2308997) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 23 years of experience in the finance industry.

2
William C. Calvin
CRD#: 5664344
1111 North Loop West, Suite 1110, Houston, TX 77008
93
Wealthminder
score

William Calvin (CRD# 5664344) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 7 years of experience in the finance industry.

3
Crystal M. Hebert
CRD#: 6650545
1111 North Loop West, Suite 1110, Houston, TX 77008
90
Wealthminder
score

Crystal Hebert (CRD# 6650545) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has 1 year of experience in the finance industry.

4
Richard H. Wiesner
CRD#: 6179923
1111 North Loop West, Suite 1110, Houston, TX 77008
89
Wealthminder
score

Richard Wiesner (CRD# 6179923) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 3 years of experience in the finance industry.

5
Rosalie M. Groendes
CRD#: 6473401
1111 North Loop West, Suite 1110, Houston, TX 77008
87
Wealthminder
score

Rosalie Groendes (CRD# 6473401) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has 1 year of experience in the finance industry.

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