Haven Wealth Group

Haven Wealth Group (CRD# 148099) is a financial advisory firm headquartered in Houston, TX. They manage $285,569,501 in 749 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1111 North Loop West, Ste 1110, Houston, TX 77008
https://www.linkedin.com/company/10255102/
By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    749
    ACCOUNTS
  • Average Account Value
    $381,268
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Haven Wealth Group
Showing 1 - 6 of 6 top financial advisors.
1
William Calvin, financial advisor Houston TX
William C. Calvin
CRD#: 5664344
1111 North Loop West, Ste 1110, Houston, TX 77008

William Calvin (CRD# 5664344) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 14 years of experience in the finance industry.

2
Marc Goldstein, financial advisor Atlanta GA
Marc D. Goldstein
CRD#: 2334828
8309 Hewlett Rd., Atlanta, GA 30350

Marc Goldstein (CRD# 2334828) is an Investment Advisor Representative working at Haven Wealth Group in Atlanta, GA and has over 30 years of experience in the finance industry.

3
Rosalie Groendes, financial advisor Houston TX
Rosalie M. Groendes
CRD#: 6473401
1111 North Loop West, Ste 1110, Houston, TX 77008

Rosalie Groendes (CRD# 6473401) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 8 years of experience in the finance industry.

4
Crystal Hebert, financial advisor Houston TX
Crystal M. Hebert
CRD#: 6650545
1111 North Loop West, Ste 1110, Houston, TX 77008

Crystal Hebert (CRD# 6650545) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 7 years of experience in the finance industry.

5
Richea Powell, financial advisor Houston TX
Richea Powell
CRD#: 2308997
1111 North Loop West, Ste 1110, Houston, TX 77008

Richea Powell (CRD# 2308997) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 31 years of experience in the finance industry.

6
Richard Wiesner, financial advisor Cypress TX
Richard H. Wiesner
CRD#: 6179923
Cypress, TX

Richard Wiesner (CRD# 6179923) is an Investment Advisor Representative working at Haven Wealth Group in Cypress, TX and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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