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.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$428MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$428M

Private client RAUM

$406MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$71.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

684

Individual clients

89

High net worth clients

90

Custody, client assets

$13.6M

SEC number

801-129272

CRD

329012

Filings on the tape

5

First filed

Nov 28, 2023

Latest filed

Apr 24, 2026

Organised

Limited Liability Company, FL

Website

havenprivate.com

• Occurred

  Jul 3, 2024
  Firm absorbed

  Alphaq Advisors's advisors moved to Haven Private (Winter Park, FL): 4 of 4 registered, on the same day

  Form ADVobserved 5 days ago
  4 advisors
• Occurred

  Nov 28, 2023
  First Form ADV filing

  Haven Private, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc3da674-ad98-a695-3ce1-ba16ecbd0ad6

First observed

Nov 28, 2023

Last observed

Apr 24, 2026 5 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.