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Wealth Manager • Appleton, United States

Stonehaven Wealth & Tax Solutions

Stonehaven Wealth & Tax Solutions is a wealth manager based in Appleton, United States, founded in 2012. Verified contact details, AUM data, and investment preferences on FindLPs.

2012
Year Founded
Wealth Manager
Investor Type
Appleton, United States
Headquarters
About

Stonehaven Wealth & Tax Solutions

Stonehaven Wealth & Tax Solutions is a wealth manager based in Appleton, US. Founded in 2012.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.