# Heritage Haus Wealth Partners LLC

> Heritage Haus Wealth Partners LLC is an SEC-registered investment advisory firm in New Braunfels, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 342736
- Filed as: HERITAGE HAUS WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Braunfels, TX
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342736
- AdvisorCensus page: https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736

## Quick answers

**How is Heritage Haus Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Heritage Haus Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Heritage Haus Wealth Partners LLC located?**
Heritage Haus Wealth Partners LLC's principal office is in New Braunfels, TX, according to its Form ADV.

**Is Heritage Haus Wealth Partners LLC registered with the SEC or a state?**
Heritage Haus Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342736.

**How much does Heritage Haus Wealth Partners LLC manage?**
Heritage Haus Wealth Partners LLC reports $241,051,249 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Heritage Haus Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (500); high net worth individuals (33).

**Which custodians does Heritage Haus Wealth Partners LLC use?**
Heritage Haus Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Heritage Haus Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342736

**Does Heritage Haus Wealth Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 20, 2026 says: "There is no minimum account size, and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in Heritage Haus Wealth Partners LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $241,051,249. Registered or notice-filed in AZ, FL, LA, NE, OH, OK, TN, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 20, 2026)

- Account minimum: None

> There is no minimum account size, and Clients are not required to have a certain amount of investment experience or sophistication.

- Minimum annual fee: $2,000

> The minimum annual fee based on assets under management is $2,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,051,249
- Discretionary: $241,051,249
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 500 | $149,658,445 |
| High net worth individuals | 33 | $91,392,804 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, LA, NE, OH, OK, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heritagehauswealth.com
- Facebook @HeritageHausWealthPartners
- LinkedIn @heritage-haus-wealth-partners

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $241,051,249.
- Registered or notice-filed in AZ, FL, LA, NE, OH, OK, TN, VA.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heritage Haus Wealth Partners LLC (CRD 342736): Form ADV filing data as of October 2026.