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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HAVEN WEALTH GROUP

HAVEN WEALTH GROUP LLC, CRD 148099

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86e37c1f-b1be-4ba7-c693-a197c4ed94e0

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Feb 18, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $515MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $492M
Private client RAUM: $485MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $57.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 819
Individual clients: 193
High net worth clients: 139
SEC number: 801-69527
CIK: 1599390
CRD: 148099
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHEA POWELL	Chartered Financial Analyst	HOUSTON, TX	8	33	2	no
WILLIAM CHARLES CALVIN	n/a	HOUSTON, TX	8	17	1	no
ROSALIE M GROENDES	n/a	HOUSTON, TX	8	11	1	no
Crystal Marie Hebert	n/a	HOUSTON, TX	8	16	1	no
MARC DALE GOLDSTEIN	n/a	Atlanta, GA	8	33	2	no
RICHARD H. WIESNER	n/a	HOUSTON, TX \| CYPRESS, TX	8	16	1	no
Rebecca Lynn Arseneau	n/a	HOUSTON, TX	2	48	n/a	no
Paula Jill McGee	n/a	HOUSTON, TX	0	12	n/a	no
Randolph P Burch	n/a	HOUSTON, TX	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CALVIN, WILLIAM, CHARLES	EXECUTIVE VICE PRESIDENT	B	yes	02/2010	Mar 30, 2012	Feb 28, 2024
Hebert, Crystal, Marie	CHIEF OPERATIONS OFFICER	A	yes	03/2010	Mar 3, 2023	Feb 28, 2024
POWELL, RICHEA	PRESIDENT & CEO	D	yes	07/2008	Mar 30, 2012	Feb 28, 2024
GROENDES, ROSALIE, M	CHIEF COMPLIANCE OFFICER	Na	no	03/2015	Mar 31, 2015	Feb 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$515M	$492M	11	8	1	n/a	n/a
2024	Mar 19, 2025	$398M	$398M	11	9	1	n/a	n/a
2023	Feb 28, 2024	$286M	$286M	10	8	1	n/a	n/a
2022	Mar 3, 2023	$206M	$206M	7	5	1	n/a	n/a
2021	Feb 16, 2022	$261M	$261M	10	6	1	n/a	n/a
2020	Feb 26, 2021	$215M	$215M	8	6	1	n/a	n/a
2019	Mar 3, 2020	$175M	$175M	7	5	1	n/a	n/a
2018	Mar 21, 2019	$141M	$141M	8	5	1	n/a	n/a
2017	Mar 7, 2018	$159M	$159M	7	5	1	n/a	n/a
2016	Mar 1, 2017	$151M	$151M	10	6	n/a	n/a	n/a
2015	Apr 29, 2016	$152M	$152M	10	5	n/a	n/a	n/a
2014	Mar 13, 2015	$162M	$162M	7	5	n/a	n/a	n/a
2013	Mar 25, 2014	$185M	$185M	6	4	n/a	n/a	n/a
2012	Mar 4, 2013	$127M	$127M	6	4	n/a	n/a	n/a
2011	Mar 30, 2012	$90.5M	$90.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$515M	$398M	29.4%	$206M	35.8%	11	11	1	1

Relationships

Registered with (10)

← Randolph P BurchAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← Paula Jill McGeeAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← Rebecca Lynn ArseneauAdvisorregistration: current employment
Aug 15, 2024 to presentfactForm ADV
← RICHARD H. WIESNERAdvisorregistration: previous registration
Jun 24, 2013 to Dec 31, 2017factForm ADV
← MARC DALE GOLDSTEINAdvisorregistration: previous registration
Oct 31, 2016 to Dec 31, 2017factForm ADV
← Crystal Marie HebertAdvisorregistration: previous registration
May 27, 2016 to Dec 31, 2017factForm ADV
← RICHEA POWELLAdvisorregistration: previous registration
Jan 13, 2009 to Dec 31, 2017factForm ADV
← WILLIAM CHARLES CALVINAdvisorregistration: previous registration
Aug 27, 2009 to Dec 31, 2017factForm ADV
← ROSALIE M GROENDESAdvisorregistration: previous registration
Nov 6, 2015 to Dec 31, 2017factForm ADV
← Christopher BehanAdvisorregistration: previous registration
Feb 22, 2021 to Nov 11, 2021factForm ADV

Controls (3)

← POWELL, RICHEAOwnerPRESIDENT & CEO, ownership code D, individual
Mar 30, 2012 to Feb 28, 2024factForm ADV
← CALVIN, WILLIAM, CHARLESOwnerEXECUTIVE VICE PRESIDENT, ownership code B, individual
Mar 30, 2012 to Feb 28, 2024factForm ADV
← Hebert, Crystal, MarieOwnerCHIEF OPERATIONS OFFICER, ownership code A, individual
Mar 3, 2023 to Feb 28, 2024factForm ADV

Owns (1)

← GROENDES, ROSALIE, MOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2015 to Feb 28, 2024factForm ADV

Dated events

Occurred
Feb 18, 2026
Regulatory AUM changed
Haven Wealth Group reported RAUM $514.8M, up 29% from $397.8M (2025-03-19 to 2026-02-18)
Form ADVobserved 6 days ago
$117M
Occurred
Mar 19, 2025
Regulatory AUM changed
Haven Wealth Group reported RAUM $397.8M, up 39% from $285.6M (2024-02-28 to 2025-03-19)
Form ADVobserved 6 days ago
$112M
Occurred
Mar 3, 2023
Control person joined
Marie Crystal Hebert (Chief Operations Officer) appeared on Schedule A of Haven Wealth Group
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86e37c1f-b1be-4ba7-c693-a197c4ed94e0
First observed: Mar 30, 2012
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HAVEN WEALTH GROUP

HAVEN WEALTH GROUP LLC, CRD 148099

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86e37c1f-b1be-4ba7-c693-a197c4ed94e0

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHEA POWELL

Chartered Financial Analyst

HOUSTON, TX

WILLIAM CHARLES CALVIN

n/a

HOUSTON, TX

ROSALIE M GROENDES

n/a

HOUSTON, TX

Crystal Marie Hebert

n/a

HOUSTON, TX

MARC DALE GOLDSTEIN

n/a

Atlanta, GA

RICHARD H. WIESNER

n/a

HOUSTON, TX | CYPRESS, TX

Rebecca Lynn Arseneau

n/a

HOUSTON, TX

n/a

Paula Jill McGee

n/a

HOUSTON, TX

n/a

Randolph P Burch

n/a

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALVIN, WILLIAM, CHARLES

EXECUTIVE VICE PRESIDENT

yes

02/2010

Mar 30, 2012

Feb 28, 2024

Hebert, Crystal, Marie

CHIEF OPERATIONS OFFICER

yes

03/2010

Mar 3, 2023

Feb 28, 2024

POWELL, RICHEA

PRESIDENT & CEO

yes

07/2008

Mar 30, 2012

Feb 28, 2024

GROENDES, ROSALIE, M

CHIEF COMPLIANCE OFFICER

03/2015

Mar 31, 2015

Feb 28, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$515M

$492M

n/a

2024

Mar 19, 2025

$398M

n/a

2023

Feb 28, 2024

$286M

n/a

2022

Mar 3, 2023

$206M

n/a

2021

Feb 16, 2022

$261M

n/a

2020

Feb 26, 2021

$215M

n/a

2019

Mar 3, 2020

$175M

n/a

2018

Mar 21, 2019

$141M

n/a

2017

Mar 7, 2018

$159M

n/a

2016

Mar 1, 2017

$151M

n/a

2015

Apr 29, 2016

$152M

n/a

2014

Mar 13, 2015

$162M

n/a

2013

Mar 25, 2014

$185M

n/a

2012

Mar 4, 2013

$127M

n/a

2011

Mar 30, 2012

$90.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$515M

$398M

29.4%

$206M

35.8%