# Stonehaven Wealth & Tax Solutions

Stonehaven Wealth & Tax Solutions is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** stonehavenwealthtax.com

## Regulatory record

- **CRD number:** 332731
- **SEC file number:** 801-131172
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332731

## About

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.

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Last updated: 2026-07-06T01:24:26.114Z

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