Stonehaven Wealth & Tax Solutions, LLC
● SEC registered since 2024CRD 332731SEC# 801-131172Appleton, WI
Reg. AUM
$168.2M
Employees
3
Accounts
832
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 $168.2 million in regulatory assets under management and employs 3 people.
Stonehaven Wealth & Tax Solutions, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian M. Much Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Stonehaven Wealth & Tax Solutions, LLC manage?
Stonehaven Wealth & Tax Solutions, LLC reports $168.2 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 3 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
| Address | 540 South Westland Drive, Appleton, WI 54914 |
| Phone | 920-882-0427 |
| Fax | 855-232-1427 |
| Office hours | 8:30 a.m. - 3:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2056591 |
| Discloses disciplinary history | No |
Regulatory AUM
$168.2M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$168.2Mregulatory AUM
Discretionary $168.2M