Heritage Haus Wealth Partners LLC

Overview

Heritage Haus Wealth Partners LLC is a newly formed SEC-registered advisory firm (registration year 2026) organized as a limited liability company. The firm offers financial planning and portfolio management services targeted at individuals and small-business clients. It charges fees as a percentage of assets under management and is not identified as a capital allocator or pension consultant. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices