Investment adviser · CRD 332731
STONEHAVEN WEALTH & TAX SOLUTIONS
Investment adviser filing (IA)
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
APPLETON, WI, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $168M Form ADV · Item 5.F
- Client accounts
- 832 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 267 | $87,317,306 | 51.9% |
| High-net-worth individuals | 43 | $80,902,122 | 48.1% |
Filing source
Form ADV 2099317 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
540 SOUTH WESTLAND DRIVEAPPLETON, WI, 54914, United States
CRD 332731
Filing source
Form ADV 2099317 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.