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HAVAPLAN FINANCIAL
HAVAPLAN LLC
CRD 285636
4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA, 92660, United States
Phone
949-610-8975
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$98.6M
Discretionary AUM
$98.6M
Team
2 total employees; 2 advisory reps; 30 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $18.4M |
| High net worth individuals | 24 | $80.2M |
All web addresses on file
Official SEC filing: View on IAPD