Heritage Haus Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Heritage Haus Wealth Partners reports 533 clients. They include 500 individual clients and 33 high-net-worth individuals. Of its assets, 100.0% ($241M across 1,177 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 62% |
| High-net-worth individuals | 6% | 38% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 500 | $150M | 62.1% | $299K |
| High-net-worth individuals | 33 | $91.4M | 37.9% | $2.77M |
| Total | 533 | $241M | 100% | $452K |
- Clients
- 500
- Regulatory AUM
- $150M
- AUM share
- 62.1%
- Avg. per client
- $299K
- Clients
- 33
- Regulatory AUM
- $91.4M
- AUM share
- 37.9%
- Avg. per client
- $2.77M
Total
- Clients
- 533
- Regulatory AUM
- $241M
- AUM share
- 100%
- Avg. per client
- $452K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Heritage Haus Wealth Partners charges 0.90%–1.20% a year for its Wealth Management. The fee is billed in arrears, is negotiable and has a $2,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- ERISA plan services fees are based on the market value of included plan assets and shall not exceed 1.20% a year.
Michael Srulowitz owns 50% to 75% of Heritage Haus Wealth Partners. The leadership team of Heritage Haus Wealth Partners includes President Michael Gaona. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Heritage Haus Wealth Partners LLC
Michael Srulowitz
Control person · since May 2026
- Owns 25% to 50% of Heritage Haus Wealth Partners LLC
Michael Gaona
Control person · since May 2026
Besides its headquarters, Heritage Haus Wealth Partners has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1176 N. Business Ih 35, New BraunfelsHQ
Contact and registration details
- Legal name
- Heritage Haus Wealth Partners LLC
- Headquarters
- 1176 N. Business Ih 35, New Braunfels, TX 78130
- Website
- Not reported
- Phone
- 830-316-3590
- @heritage-haus-wealth-partners
- SEC file
- 801-136481
- Structure
- Texas LLC
- Fiscal year end
- December
Heritage Haus Wealth Partners’ named custodian for separately managed accounts is Altruist ($241M). Heritage Haus Wealth Partners does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $241M100%
At year end, Heritage Haus Wealth Partners’ separately managed accounts were mostly in stocks (65%) and funds (29%).
What the accounts hold
- Stocks65%
- Funds29%
- Bonds1%
- Cash5%
How many clients does Heritage Haus Wealth Partners have?
Heritage Haus Wealth Partners has 533 clients and manages $241 million for them, as of September 2026. They include 500 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Heritage Haus Wealth Partners offer?
Heritage Haus Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Heritage Haus Wealth Partners charge?
Heritage Haus Wealth Partners charges 0.90%–1.20% a year for its Wealth Management. The fee is billed in arrears, is negotiable and has a $2,000 annual minimum.
Source: HERITAGE HAUS WEALTH PARTNERS LLC ADV 2, filed 5 October 2026
Which custodians does Heritage Haus Wealth Partners use?
Heritage Haus Wealth Partners’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $241M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Heritage Haus Wealth Partners have?
Heritage Haus Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Heritage Haus Wealth Partners invest in?
At the end of its last fiscal year, Heritage Haus Wealth Partners’ separately managed accounts held 65% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Heritage Haus Wealth Partners?
Heritage Haus Wealth Partners’ direct owners are Michael Srulowitz (50% to 75%) and Michael Gaona (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Heritage Haus Wealth Partners get paid?
Heritage Haus Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Heritage Haus Wealth Partners?
Heritage Haus Wealth Partners’ main office is at 1176 N. Business Ih 35, New Braunfels, TX 78130. Its phone number is 830-316-3590.
