Michael Srulowitz
Heritage Haus Wealth Partners · New Braunfels, Texas
Michael Srulowitz is a fee-only financial advisor at Heritage Haus Wealth Partners in New Braunfels, Texas. Heritage Haus Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Heritage Haus Wealth Partners |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $241.1M across 1,177 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5497663 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.heritagehauswealth.com |
How Michael's firm compares
- Heritage Haus Wealth Partners's average account is about $205,000, from its Form ADV (assets managed divided by 1,177 accounts).
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Questions about Michael
Is Michael Srulowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Heritage Haus Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Heritage Haus Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Srulowitz based?
Michael Srulowitz is based in New Braunfels, Texas.
Is Michael Srulowitz registered with the SEC?
Yes. Michael Srulowitz is registered as an investment adviser representative in TX (CRD 5497663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Haus Wealth Partners manage?
Heritage Haus Wealth Partners reports $241.1M across 1,177 accounts in assets under management.
How do I contact Michael Srulowitz?
Through Michael's website, www.heritagehauswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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