STONEHAVEN WEALTH & TAX SOLUTIONS, LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 332731). Regulatory assets under management: $168.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Brian M Much | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MUCH BRIAN M | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Brian M. Much | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |