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Stonehaven Wealth & Tax Solutions, LLC

● SEC registered since 2024CRD 332731SEC# 801-131172Appleton, WI
Export (members)
Reg. AUM
$153.7M
Employees
4
Accounts
856
Location
Appleton, WI

Stonehaven Wealth & Tax Solutions, LLC assets under management

Stonehaven Wealth & Tax Solutions, LLC is a registered investment adviser overseen by the SEC based in Appleton, WI. The firm has been registered since 2024. It reports $153.7 million in regulatory assets under management and employs 4 people.
www.stonehavenwealth.comView on SEC.gov ↗

Stonehaven Wealth & Tax Solutions, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian M. Much ControlChief Executive Officer And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Stonehaven Wealth & Tax Solutions, LLC manage?

Stonehaven Wealth & Tax Solutions, LLC reports $153.7 million in regulatory assets under management on its Form ADV.

How many employees does Stonehaven Wealth & Tax Solutions, LLC have?

Stonehaven Wealth & Tax Solutions, LLC reports 4 employees.

Where is Stonehaven Wealth & Tax Solutions, LLC located?

Stonehaven Wealth & Tax Solutions, LLC is based in Appleton, WI and has been SEC-registered since 2024.

Does Stonehaven Wealth & Tax Solutions, LLC disclose fund performance?

Stonehaven Wealth & Tax Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address540 South Westland Drive, Appleton, WI 54914
Phone920-882-0427
Fax855-232-1427
Office hours8:30 a.m. - 3:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2056591
Discloses disciplinary historyNo

Assets under management

Discretionary$153.7M
Non-discretionary$0
Total (RAUM)$153.7M