HAVEN FINANCIAL PARTNERS LLC

RIASEC Registered
Total AUM
$7.6M
Discretionary
$7.6M
100% of AUM
Avg account
$194K
Accounts
39
Employees
1
Advisory reps
1

Firm details

Headquarters
VIRGINIA BEACH, Virginia
CRD number
336748
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI65.07%
  • Individuals34.93%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Haven Financial Partners LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes both a percentage of assets under management and fixed fees. Haven identifies as a capital allocator but does not position itself as an ESG investor, multi‑state adviser, pension consultant, or related adviser to another advisory firm.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 5%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • ALLISON DUBREUIL

    FOUNDER, CEO, CCOCRD 5392800

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

VIRGINIA BEACH, VA

VIRGINIA BEACH CITY

Location

VIRGINIA BEACH, VA

Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
VIRGINIA BEACH CITY
Address
249 Central Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth