STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Legal name: STONEHAVEN WEALTH & TAX SOLUTIONS
CRD #332731 SEC #801-131172 APPLETON, WI 920-882-0427
SEC Registered
Total AUM
$153.7M
Discretionary
$153.7M
Employees
4
Clients
101
Accounts
856
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $153.7M | $153.7M | $0 | 4 | 0 |
| Oct 2024 | $0 | $0 | $0 | 4 | 0 |
| Aug 2024 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0