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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 09-12-2008
- Office Locations
- 3
Office Locations
About Haven Wealth Group
Haven Wealth Group is an independent RIA built on a high-touch service model, providing investment management and comprehensive financial planning with clear, timely communication. The team brings 80+ years of experience across banking, investments, wealth management, and financial analysis, and commonly builds portfolios using ETFs alongside mutual funds and fixed income. Serves retail and institutional clients, including entrepreneurs, and supports workflows with Black Diamond and eMoney.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHEA POWELL
Chief Executive Officer, President
- CRD
- #2308997
- Ownership
- 50% but less than 75%
WILLIAM CHARLES CALVIN FMR
EXECUTIVE VICE PRESIDENT, Owner
- CRD
- #5664344
- Ownership
- 10% but less than 25%
Oak momentum
Crest vertex vertex
- CRD
- #41317
- Ownership
- 8.7%
Showing 2 of 4 owners & executives
Unlock allContacts
Rebecca Lynn Arseneau
--
- CRD
- #7902877
MARC DALE GOLDSTEIN
Director
- CRD
- #2334828
Quantum optima
Beacon ridge insight
- CRD
- #85869
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $492,490,457 | $610,273 |
| Non-Discretionary | $22,260,019 | $1,855,002 |
| Total | $514,750,476 | $628,511 |
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Separately Managed Accounts
Total SMA Asset: $514,750,476
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $288,258,783 | 18.3% |
| Corporate - Investment Grade | $349,690,983 | 22.2% |
| Cash | $143,341,799 | 9.1% |
| Municipal Bonds | $258,330,276 | 16.4% |
| Derivatives | $300,860,260 | 19.1% |
| Private Funds | $234,702,507 | 14.9% |
| Total | $1,575,184,608 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE RIDGE | VERTEX FUSION | 4HZKD5L16 | BFHJ | 9.82% | $77,087,849 |
| FRONTIER EAGLE VERTEX | CATALYST BRIDGE | BGGOOK03Q | QETAS | 1.41% | $92,017,617 |
| WAVE NORTH | ELEMENT ATLAS | OOHGZJ5FF | VSE | 2.12% | $41,161,251 |
| HORIZON FUSION | DELTA ZENITH | QW20FZST9 | XGJKN | 3.07% | $21,952,517 |
| CAPITAL CREST HORIZON | ATLAS OAK | RIF3NQWT0 | ANY | 4.39% | $79,496,739 |
| ELEMENT OPTIMA SUMMIT | LEGACY BEACON | AT2KOP35V | WWG | 2.36% | $5,747,259 |
| FUSION ELEMENT | HARBOR ATLAS | 9G61730KQ | RVJF | 8.50% | $19,415,604 |
| TIMBER PEAK CREST | HORIZON SIGNAL | 72Y0BGCEW | PSCKA | 9.62% | $82,740,278 |