Heritage Haus Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage Haus Wealth Partners LLC is an SEC‑registered investment adviser that, according to its brochure, intends to serve individuals, high‑net‑worth clients and retirement plans through tiered wealth management offerings. Services described include asset management, individualized financial planning, held‑away account management (401(k), 529, HSA), estate‑planning facilitation via a third‑party platform, ERISA plan advisory, and educational seminars.
The firm describes a goal‑based, discretionary investment approach that tailors asset allocation, investment selection and ongoing monitoring to each client’s objectives, time horizon and risk tolerance, with periodic account reviews and rebalancing. The brochure also identifies specific tools and strategies it may use — including access to Dimensional Fund Advisors funds, management of held‑away accounts through a third‑party platform, and the potential use of options, margin, leveraged/inverse products and alternative investments — together with related risk disclosures.
What is distinctive in this filing for a firm in this category is the emphasis on direct financial planning and individual portfolio management services despite reporting no assets or active advisors, and the explicit offer of limited‑scope ERISA 3(21) plan services. The brochure also highlights estate‑planning facilitation through a technology partner, educational workshops, and a stated decision not to act as a private‑fund adviser, which differ from more typical profiles in its peer group.
Client services
Expertise
Fee options
$0 - $250,000: 1.20% $250,001 - $500,000: 1.10% $500,001 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.90% $3,000,000+: Negotiable
Minimum fee: Minimum annual fee of $2,000 Fee-only: Annual investment advisory fee based on assets under management as per tiered schedule
Main office
2115 Stephens Place, Suite 530
New Braunfels TX 78130
Advisors at this office
3
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael S
Series 63, Series 65
New Braunfels, TX
Heritage Haus Wealth Partners LLC
Michael Srulowitz is a financial advisor at Heritage Haus Wealth Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans through tiered wealth management services, including asset management, individualized financial planning, held-away account management, and estate-planning facilitation via a third-party platform. The firm employs a goal-based, discretionary investment approach tailored to clients’ objectives, with periodic reviews and access to specialized tools such as Dimensional Fund Advisors funds and limited-scope ERISA plan advisory services.
Michael G
Series 66, Series 65
New Braunfels, TX
Heritage Haus Wealth Partners LLC
Michael Gaona is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners LLC provides wealth management services to individuals, high-net-worth clients, and retirement plans. The firm employs a goal-based, discretionary investment approach with tailored asset allocation and offers services such as asset management, individualized financial planning, ERISA plan advisory, and estate-planning facilitation through a third-party platform.
Tanner F
Series 65, Series 66
New Braunfels, TX
Heritage Haus Wealth Partners LLC
Tanner Friesenhahn is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior work includes roles at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans with tiered wealth management services, offering a goal-based discretionary investment approach that includes asset management, financial planning, held-away account management, and estate-planning facilitation through a third-party platform.
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