S
$168.2M Total AUM
$168.2M Disc. AUM
-- 3Y CAGR
3 Employees
310 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2024
- Office Locations
- 1
Office Locations
540 South Westland Drive Appleton WI
About Stonehaven Wealth & TAX Solutions
Stonehaven Wealth & TAX Solutions is a Appleton-based RIA. The firm has been operating for 1 years. Managing $168.2M in total assets under management, with 3 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$56.1M AVG AUM / ADVISOR
$542.6K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN M. MUCH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5387890
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Scott Hackl
--
- CRD
- #7259598
Available
Available
Available
TINA FAYE MOORE
Associate Advisor
- CRD
- #2299017
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,219,428 | $202,187 |
| Non-Discretionary | $0 | -- |
| Total | $168,219,428 | $202,187 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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