STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC

STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 168393). Regulatory assets under management: $13.5M.

Registration

• CRD: 168393
• Type: Registered investment adviser
• Phone: 978-430-0150
• Latest filing: 2026-03-09
• Regulatory AUM: $13.5M
• Discretionary AUM: $13.5M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168393 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search