SEC Form ADV · CIK 2056591

STONEHAVEN WEALTH & TAX SOLUTIONS

Registered Investment AdviserWI
$168.2M
Assets Under Management
832
Total Clients
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Registration Details

CIK
2056591
Accession
CRD-332731
Location
APPLETON, WI
Filing Date
April 27, 2026
AUM
$168.2M
Total Clients
832
Amendment
No

About this Adviser

STONEHAVEN WEALTH & TAX SOLUTIONS is a registered investment adviser headquartered in APPLETON, WI, managing approximately $168.2M in assets across 832 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.