# Heritage Haus Wealth Partners LLC: new SEC registration, $241M AUM, New Braunfels, TX

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Heritage Haus Wealth Partners LLC |
| Legal name | Heritage Haus Wealth Partners LLC |
| CRD | 342736 |
| Status | Approved |
| Registered with the SEC | 2026-06-12 |
| Latest Form ADV filing | 2026-09-29 |
| Location | New Braunfels, TX, United States |
| Regulatory AUM | $241,051,249 |
| Accounts | 1177 |
| Employees | 6 |
| Website | https://www.heritagehauswealth.com/ |

## Why this score
- $241M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/342736). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.