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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MUCH, BRIAN, M. | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MUCH, BRIAN, M. | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MUCH, BRIAN, M. | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (1)
WI
Address
540 SOUTH WESTLAND DRIVEAPPLETON, WI 54914
United States
Phone: 920-882-0427