HAVEN WEALTH GROUP LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 148099). Regulatory assets under management: $514.8M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Crystal Marie Hebert | CHIEF OPERATIONS OFFICER | — |
| Richea Powell | PRESIDENT & CEO | Houston, TX |
| William Charles Calvin | EXECUTIVE VICE PRESIDENT | — |
| Rosalie M Groendes | CHIEF COMPLIANCE OFFICER | — |
| HEBERT SUZANNE MARIE | CHIEF OPERATIONS OFFICER | — |
| POWELL RICHEA | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CEO | — |
| CALVIN WILLIAM CHARLES | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT | — |
| GROENDES ROSALIE M | CHIEF COMPLIANCE OFFICER | — |
| Paula Jill Mcgee | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 678 575 0660 |
| — | — | 1 | 678 575 0660 |