CRD: 168393
Stonehaven Private Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
About Stonehaven Private Wealth Management LLC
Stonehaven Private Wealth Management is an independent, fee-only RIA providing investment management, multi-generational wealth planning, financial planning, and business/family consulting. The firm works primarily with high- and ultra-high-net-worth families, business owners, and related trusts/estates, plus select institutional, charitable, and ERISA clients. Portfolios are often implemented via ETFs and held with qualified custodians such as Charles Schwab; founder Charlise B. Whiteside brings deep expertise in closely held businesses and advanced estate/gift planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLISE B WHITESIDE
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4913654
- Ownership
- 75% or more
RICHARD H. STONE
Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,536,183 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,536,183 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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