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STONEHAVEN WEALTH & TAX SOLUTIONS

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

CRD 332731 · SEC 801-131172

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540 SOUTH WESTLAND DRIVE, APPLETON, WI, 54914, United States

Phone

920-882-0427

Fax

855-232-1427

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$168.2M

Discretionary AUM

$168.2M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals267$87.3M
High net worth individuals43$80.9M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD