HERITAGE HAUS WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$241,051,249
Discretionary
$241,051,249
Non-discretionary
$0
Firm details
- CRD number
- 342736
- SEC file number
- 801-136481
- Main office
- NEW BRAUNFELS, TX, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.