# Stonehaven Private Wealth Management

Stonehaven Private Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/charlise-whiteside-5910997

## Regulatory record

- **CRD number:** 168393
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168393

## About

STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC is a state-registered investment adviser in SAN DIEGO, CA. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who are the key investment professionals at Stonehaven?

The names and roles of investment professionals at Stonehaven have not been publicly identified. The firm's leadership team, background, and prior experience are not available from public sources.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/stonehaven-private-wealth-management-llc

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