Heritage Haus Wealth Partners LLC

Overview

Heritage Haus Wealth Partners LLC is a recently established limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is organized as an owner-operated practice and reports a fee model based on a percentage of assets under management. It is not structured as a capital allocator and does not list affiliated or related advisory entities. The adviser identifies as a single-state operation and does not pursue ESG-oriented investing as part of its stated approach. It also does not act as a pension consultant or a multi-state adviser. The firm's SEC registration is recorded for 2026, reflecting its newly formed status and early stage of business development.

Assets & Accounts