Haven Wealth Group LLC
Legal Name: HAVEN WEALTH GROUP LLC
Full Contact Details
Haven Wealth Group LLC
1111 NORTH LOOP WEST, SUITE 1110, HOUSTON, TX
713-980-8820
713-980-8053
Other Info
Haven Wealth Group LLC is a legally recognized Texas-based firm with a total of eight employees, five of whom are skilled advisors. Although the number of their clients is undisclosed, the firm has been approved by the SEC with a registration date of September 12, 2008.
Wealth Management & Financial Planning | Haven Wealth Group |
Haven is a Houston based boutique investment advisor, providing a tailored approach to wealth management and financial planning
Wealth Management & Financial Planning | Haven Wealth Group |
Haven is a Houston based boutique investment advisor, providing a tailored approach to wealth management and financial planning
Direct Owners
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RICHEA POWELL
PRESIDENT owns 75% or more
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ROSALIE M GROENDES
CHIEF COMPLIANCE OFFICER owns less than 5%
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WILLIAM CHARLES CALVIN
EXECUTIVE VICE PRESIDENT owns more than 10% but less than 25%