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President & CEO · Haven Wealth Group

Richea Powell

CRD 2308997 · Named on Form ADV at one SEC-registered adviser

At a glance

Haven Wealth Group, an SEC-registered wealth manager based in Houston, TX with $515 million in regulatory assets, lists Richea Powell on its Form ADV as President & CEO, a control person.

Firms and roles

  • Haven Wealth GroupPresident & CEOWealth manager · Houston, TX · $515M in regulatory assets

AtlasMembers

Richea’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richea’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.