STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Doing business as STONEHAVEN WEALTH & TAX SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$168,219,428
Discretionary
$168,219,428
Non-discretionary
$0
Firm details
- CRD number
- 332731
- SEC file number
- 801-131172
- Main office
- APPLETON, WI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.stonehavenwealth.com
- Fee structure
-
Percentage of AUM
As of October 2026.