$15.4K Total AUM
$15.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-25-2024
- Office Locations
- 1
Office Locations
-- Kirkwood MO
About Haven Wealth Planning
Haven Wealth Planning is a Kirkwood-based RIA. The firm has been operating for 2 years. Managing $15.4K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$15.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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CRM
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JEFFREY BRITTAIN MCGOVERN
Chief Compliance Officer, LEAD FINANCIAL PLANNER, Managing Member
- CRD
- #5810129
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,367 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,367 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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