Stonehaven Wealth & Tax Solutions
Stonehaven Wealth & Tax Solutions is an SEC-registered mass-market adviser in Appleton, WI with $168.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Stonehaven Wealth & Tax Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332731, SEC 801-131172, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $168.2M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Appleton, WI
- Employees
- 3
- Clients
- 310
- CRD
- 332731
- Ownership
- MUCH, BRIAN, M.
How much AUM does Stonehaven Wealth & Tax Solutions have?
Stonehaven Wealth & Tax Solutions reported $168.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Stonehaven Wealth & Tax Solutions?
Disclosed owners and executives of Stonehaven Wealth & Tax Solutions include MUCH, BRIAN, M.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.