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RIA / WealthAdvisor18 years in industry

Michael Samuel Srulowitz

Advisor at HERITAGE HAUS WEALTH PARTNERS LLC

NEW BRAUNFELS, 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:a934573e-8c71-a298-4d22-e302cb01e5e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2008 to Sep 14, 2026

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

Current firm: HERITAGE HAUS WEALTH PARTNERS LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 21, 2008
First registration: Jun 20, 2008
Dual registered: no
IAPD individual key: 5497663

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HERITAGE HAUS WEALTH PARTNERS LLC	No RAUM reported	Jul 20, 2026	n/a	yes	NEW BRAUNFELS, TX	Current employment
TEAMWORK FINANCIAL ADVISORS, LLC	Independent wealth	Aug 9, 2019	Aug 14, 2026	no	SAN ANTONIO, TX\|NEW BRAUNFELS, TX	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Aug 15, 2019	no	FORT WORTH, TX	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Jun 20, 2008	Dec 15, 2015	no	AUSTIN, TX\|Universal City, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TEAMWORK FINANCIAL ADVISORS, LLC	HERITAGE HAUS WEALTH PARTNERS LLC	Aug 14, 2026	Jul 20, 2026	-25	Firm change	RIA to new firm
FIRST COMMAND ADVISORY SERVICES	TEAMWORK FINANCIAL ADVISORS, LLC	Aug 15, 2019	Aug 9, 2019	-6	Firm change	Ibd to RIA
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND ADVISORY SERVICES	Dec 15, 2015	Dec 15, 2015	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
165237:342736:TX:2026-08-14	Aug 14, 2026	Jul 20, 2026	NEW BRAUNFELS, TX	Firm change
281958:165237:TX:2019-08-15	Aug 15, 2019	Aug 9, 2019	FORT WORTH, TX	Firm change

Relationships

Registered with (4)

→ HERITAGE HAUS WEALTH PARTNERS LLCRegistered adviserregistration: current employment
Jul 20, 2026 to presentfactForm ADV
→ TEAMWORK FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 9, 2019 to Aug 14, 2026factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Aug 15, 2019factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Jun 20, 2008 to Dec 15, 2015factForm ADV

Dated events

Occurred
Aug 14, 2026
Advisor changed firm
Michael Samuel Srulowitz left Teamwork Financial Advisors, Llc for Heritage Haus Wealth Partners Llc (registered 2026-07-20)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a934573e-8c71-a298-4d22-e302cb01e5e8
First observed: Jun 20, 2008
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed 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.

Michael Samuel Srulowitz

Advisor at HERITAGE HAUS WEALTH PARTNERS LLC

NEW BRAUNFELS, 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:a934573e-8c71-a298-4d22-e302cb01e5e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HERITAGE HAUS WEALTH PARTNERS LLC

No RAUM reported

Jul 20, 2026

n/a

yes

NEW BRAUNFELS, TX

Current employment

TEAMWORK FINANCIAL ADVISORS, LLC

Independent wealth

Aug 9, 2019

Aug 14, 2026

SAN ANTONIO, TX|NEW BRAUNFELS, TX

Previous registration

FIRST COMMAND ADVISORY SERVICES

Bd affiliated wealth

Dec 15, 2015

Aug 15, 2019

FORT WORTH, TX

Previous registration

FIRST COMMAND FINANCIAL PLANNING, INC.

Former SEC adviser

Jun 20, 2008

Dec 15, 2015

AUSTIN, TX|Universal City, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TEAMWORK FINANCIAL ADVISORS, LLC

HERITAGE HAUS WEALTH PARTNERS LLC

Aug 14, 2026

Jul 20, 2026

-25

Firm change

RIA to new firm

FIRST COMMAND ADVISORY SERVICES

TEAMWORK FINANCIAL ADVISORS, LLC

Aug 15, 2019

Aug 9, 2019

-6

Firm change

Ibd to RIA

FIRST COMMAND FINANCIAL PLANNING, INC.

FIRST COMMAND ADVISORY SERVICES

Dec 15, 2015

Bulk transfer

Other

Team

Left

Joined

From

Kind

165237:342736:TX:2026-08-14

Aug 14, 2026

Jul 20, 2026

NEW BRAUNFELS, TX

Firm change

281958:165237:TX:2019-08-15

Aug 15, 2019

Aug 9, 2019

FORT WORTH, TX

Firm change