Key facts
- STONEHAVEN WEALTH & TAX SOLUTIONS is a other based in APPLETON, WI.
Registered with the SEC
Form ADV · 2026-04 · CRD 332731- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 3
- Registered office
- APPLETON, WI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STONEHAVEN WEALTH & TAX SOLUTIONS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for STONEHAVEN WEALTH & TAX SOLUTIONS are on record yet. Positions surface from round participations, filings, and coverage.
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