Updated:Jul 6, 2026

Stonehaven Wealth & Tax Solutions

STONEHAVEN WEALTH & TAX SOLUTIONS is an SEC-registered investment adviser in APPLETON, WI, registered since 2024. The firm manages approximately $168 million...

Stonehaven Wealth & Tax Solutions

STONEHAVEN WEALTH & TAX SOLUTIONS is an SEC-registered investment adviser in APPLETON, WI, registered since 2024. The firm manages approximately $168 million in regulatory assets. It has 3 employees and 3 investment advisers.

Website

stonehavenwealthtax.com

General information

Firm type

RIA

What is Stonehaven Wealth & Tax Solutions?

Stonehaven Wealth & Tax Solutions is a ria tracked on Altss.

What does Altss track for Stonehaven Wealth & Tax Solutions?

Altss maintains an OSINT-verified profile of Stonehaven Wealth & Tax Solutions covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Stonehaven Wealth & Tax Solutions's website?

Stonehaven Wealth & Tax Solutions's public website is stonehavenwealthtax.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Stonehaven Wealth & Tax Solutions?

Stonehaven Wealth & Tax Solutions is classified by Altss as a RIA.

How does Altss source intelligence on Stonehaven Wealth & Tax Solutions?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Stonehaven Wealth & Tax Solutions's Altss profile last updated?

Stonehaven Wealth & Tax Solutions's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.