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| Stonehaven Wealth & Tax Solutions LLC
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|---|---|
| CRD # | 332731 |
| SEC # | 801-131172 |
| CIK # | 0002056591 |
| AUM | $153.7 M (2025-02-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 920-882-0427 |
| Address | 540 South Westland Drive Appleton, WI 54914 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 3.9 | ||
| SPDR Gold Trust | 1.3 | ||
| Nvidia Corp | 0.9 | ||
| Apple Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 94.6 |
| (b) Individuals (high net worth individuals) | 33 | 59.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 856 | 153.7 |
| By Discretionary | ||
| Discretionary | 856 | 153.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 856 | 153.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.7 | |
| Total | 856 | 153.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056591] |
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