Michael Srulowitz has been Managing Member, CEO, CCO of Heritage Haus Wealth Partners since May 2026, is a control person of the firm and directly owns between 50% and 75% of it.
Heritage Haus Wealth Partners LLC is a New Braunfels, TX firm with $241M under management, 533 clients and 3 advisers in one office, as of its September 2026 filing.
Michael Srulowitz is Co-Founder and CEO of Heritage Haus Wealth Partners, based in New Braunfels, Texas. He is the Founder and Managing Partner of the firm, with over 18 years of experience helping individuals and families make financial decisions. He has worked with clients approaching and in retirement across retirement income planning, tax strategies, legacy planning and investment management.
Michael Srulowitz’s longest registration was 7 years at First Command Financial Planning, Inc. (2008–2015). Before joining Heritage Haus Wealth Partners in 2026, Michael Srulowitz was registered through Teamwork Financial Advisors, LLC and First Command Advisory Services.
- – present · under a yearNew Braunfels, TX · Adviser representative · Firm CRD 342736
- Teamwork Financial Advisors, LLC– · 7 yearsSan Antonio, TX · Adviser representative · Firm CRD 165237
- First Command Advisory Services– · 3 yearsFort Worth, TX · Adviser representative · Firm CRD 281958
- First Command Financial Planning, Inc.– · 7 yearsCibolo, TX · Adviser representative · Firm CRD 3641
Professional designations
Listed by Heritage Haus Wealth Partners
- EA
Investment adviser representative registrations
Michael Srulowitz is registered as an investment adviser representative in Texas, since July 2026.
- TexasSince 20 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 March 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Samuel Srulowitz
- CRD
- 5497663
- Firm
- Heritage Haus Wealth Partners · CRD 342736
- Role
- Managing Member, CEO, CCO
- Office
- 1176 N. BUSINESS IH 35, New Braunfels, TX 78130
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heritagehauswealth.com
Where does Michael Srulowitz work?
Michael Srulowitz has been Managing Member, CEO, CCO of Heritage Haus Wealth Partners LLC since May 2026, and is a control person of the firm.
Is Michael Srulowitz a financial advisor?
Yes. Michael Srulowitz has a current investment-adviser registration in Texas, through Heritage Haus Wealth Partners since July 2026.
How many years of experience does Michael Srulowitz have?
Michael Srulowitz has 18 years in the financial industry, since March 2008, across 4 adviser firms.
What exams has Michael Srulowitz passed?
Michael Srulowitz has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2008. FINRA credited Michael Srulowitz with the SIE, which began in October 2018.
Where did Michael Srulowitz work before Heritage Haus Wealth Partners?
Before Heritage Haus Wealth Partners, Michael Srulowitz was registered through First Command Advisory Services, December 2015 to August 2019; First Command Financial Planning, Inc., June 2008 to December 2015.
Where is Michael Srulowitz based?
Michael Srulowitz’s registered office is in New Braunfels, TX.
Is Michael Srulowitz registered with FINRA?
No. Michael Srulowitz has no current broker registration.
How can I verify Michael Srulowitz’s record?
Search CRD 5497663 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Srulowitz’s full registration record.
