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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-20-2016
- Office Locations
- 2
Office Locations
About North Haven Financial LLC
North Haven Financial is a fee-only, independent fiduciary RIA focused on helping U.S.-based employees plan and transition into retirement, including pension decisions, Social Security timing, and tax-aware retirement income planning. The team includes two CFP professionals and provides ongoing investment management, typically implemented with ETFs and mutual funds. Custody is supported via platforms such as Altruist and Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 36 clients, or 18 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full North Haven Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Joseph Rauth
Chief Compliance Officer, Financial Planner, President
- CRD
- #6646859
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Devon Rauth
Financial Planner
- CRD
- #8104803
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,397,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,397,084 | -- |
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Separately Managed Accounts
SMA allocation detail is available
North Haven Financial LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.