HAVAPLAN FINANCIAL

HAVAPLAN FINANCIAL of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 285636). Regulatory assets under management: $98.6M.

Registration

• CRD: 285636
• Type: Registered investment adviser
• Location: 4695 MACARTHUR COURT, NEWPORT BEACH, CA, 92660
• Phone: 949-610-8975
• Latest filing: 2026-02-02
• Regulatory AUM: $98.6M
• Discretionary AUM: $98.6M
• Clients: 2
• Accounts: 143

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search