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Heritage Haus Wealth Partners LLC

● SEC registered since 2026CRD 342736SEC# 801-136481New Braunfels, TX
Export (members)
Reg. AUM
—
Employees
5
Accounts
—
Location
New Braunfels, TX

Heritage Haus Wealth Partners LLC assets under management

Heritage Haus Wealth Partners LLC is an SEC-registered investment adviser based in New Braunfels, TX. The firm has been registered since 2026. It employs 5 people.
View on SEC.gov ↗

Heritage Haus Wealth Partners LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael Francisco Gaona ControlManaging Member, Vice President25-50%2026
Michael Samuel Srulowitz ControlManaging Member, Ceo, Cco50-75%2026

Frequently asked questions

How many employees does Heritage Haus Wealth Partners LLC have?

Heritage Haus Wealth Partners LLC reports 5 employees.

Where is Heritage Haus Wealth Partners LLC located?

Heritage Haus Wealth Partners LLC is based in New Braunfels, TX and has been SEC-registered since 2026.

Does Heritage Haus Wealth Partners LLC disclose fund performance?

Heritage Haus Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2115 Stephens Place, Suite 530, New Braunfels, TX 78130
Phone512-665-0773
Office hours8 a.m. - 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo