H
$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2025
- Office Locations
- 1
Office Locations
249 Central Park Avenue Suite 300-252 Virginia Beach VA
About Haven Financial Partners LLC
Haven Financial Partners LLC is a Virginia Beach-based RIA. The firm has been operating for 0 years. Managing $7.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
39 AVG AGE
$7.6M AVG AUM / ADVISOR
$840.3K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ALLISON KAY DUBREUIL
Chief Compliance Officer, FOUNDER
- CRD
- #5392800
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,563,140 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,563,140 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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