Heritage Haus Wealth Partners LLC

Overview

Heritage Haus Wealth Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves individual and family clients, operating under an owner-type described as individual. Its fees combine a percentage of assets under management with the option for fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not a capital allocator.

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Public Holdings

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Location & Offices