HERITAGE HAUS WEALTH PARTNERS LLC
  • HERITAGE HAUS WEALTH PARTNERS LLC

Adviser Profile

As of Date 10/05/2026
Registration SEC, Approved, 06/12/2026
Other registrations (1)
ADV Location NEW BRAUNFELS, TX, United States
Contact Info 830 xxxxxxx
Websites
AUM* 241,051,249
of that, discretionary 241,051,249
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 204,801
% High Net Worth 6.19%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees