Stonehaven Private Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 168393
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.1%
- Individuals13.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stonehaven Private Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that works primarily with individual and family clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services cover comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and educational seminars or workshops. Stonehaven does not identify as an active ESG investor and is not a capital allocator; it places client capital with third-party managers rather than running pooled funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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