Aaron Phillip Havens
Investment adviser representative at Castleview Partners, LLC
13 yearsExperience
1 stateRegistered in
$416.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Castleview Partners, LLCMay 2026 to now
- Castleview Parners, LLCMay 2026 to now
- Statcast LLCApr 2013 to now
- Wealth Foundations Partners, LLCMay 2025 to May 2026
- Vivint SolarJun 2017 to Dec 2017
- TD AmeritradeMay 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Castleview Partners, LLC
$416.9MAssets managed
594Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6657706
- Firm CRD
- 281410