LP Profile

Stonehaven Wealth & Tax Solutions

Also known as stonehaven wealth and tax solutions

Wealth ManagerAppleton, United StatesFounded 2012
Appleton
Headquarters
Investment Focus

About Stonehaven Wealth & Tax Solutions

Stonehaven Wealth & Tax Solutions is a wealth manager based in Appleton, US. Founded in 2012.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Stonehaven Wealth & Tax Solutions from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$168.2M
Total Clients
832
Filing Date
April 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Stonehaven Wealth & Tax Solutions across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Stonehaven Wealth & Tax Solutions?

Stonehaven Wealth & Tax Solutions is a wealth manager based in Appleton, United States.

Where is Stonehaven Wealth & Tax Solutions headquartered?

Stonehaven Wealth & Tax Solutions is headquartered in Appleton, United States.

When was Stonehaven Wealth & Tax Solutions founded?

Stonehaven Wealth & Tax Solutions was founded in 2012.

How can I contact Stonehaven Wealth & Tax Solutions?

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