# HAVEN WEALTH GROUP LLC

HAVEN WEALTH GROUP LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 148099
- Type: SEC-registered investment adviser
- SEC file number: 801-69527
- Location: 1111 NORTH LOOP WEST, STE 1110, HOUSTON, TX, 77008-1773
- Phone: 713-980-8820
- Latest filing: 2026-02-18
- Regulatory AUM: $514.8M
- Discretionary AUM: $492.5M
- Non-discretionary AUM: $22.3M
- Clients: 11
- Accounts: 819

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (9)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 678 575 0660 |
| — | — | 1 | 678 575 0660 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148099/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148099/similar
- Related entities: https://search.stillhousedata.com/firm/148099/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148099

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.