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Private Wealth Daily
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The Lean 100 · 2026 edition
No.98
Haven Wealth Group logo

Haven Wealth Group

Houston, TX · Firm website

80%AUM growth, 2024 to 2026
$515MAUM in the 2026 filing
12%client growth
11people at the firm

AUM by filing

$206M2023
$286M2024
$398M2025
$515M2026

Clients by filing

3112023
3122024
3162025
3482026

Key people

  • Paula McGeeOffice Manager, Chief Compliance OfficerOwner · 1 year at the firm
    in
  • Richea PowellPresidentOwner · 9 years at the firm
    in
  • Charlie CalvinExecutive Vice President, PartnerOwner · 9 years at the firm
    in
  • Rosalie GroendesDirector of Client Relations & Marketing9 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth80%104%
  • Client growth12%43%
  • People117
  • AUM per person$46.8M$49.7M

Rank by measure

  • Official rankNo. 9880%
  • Client growthNo. 9812%
  • AUM added per personNo. 67$20.8M
  • AUM per personNo. 56$46.8M
← No. 97 The SumNo. 99 Insight Investment Counsel →
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Haven Wealth Group: No. 98 on The Lean 100 (2026) — Private Wealth Daily