# Stonehaven Private Wealth Management LLC

> Stonehaven Private Wealth Management LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 168393
- Filed as: STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168393
- AdvisorCensus page: https://advisorcensus.com/firm/stonehaven-private-wealth-management-llc-san-diego-ca-168393

## Quick answers

**How is Stonehaven Private Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonehaven Private Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stonehaven Private Wealth Management LLC located?**
Stonehaven Private Wealth Management LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Stonehaven Private Wealth Management LLC registered with the SEC or a state?**
Stonehaven Private Wealth Management LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168393.

**How much does Stonehaven Private Wealth Management LLC manage?**
Stonehaven Private Wealth Management LLC reports $13,536,183 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Stonehaven Private Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (6).

**Does Stonehaven Private Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168393

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,536,183
- Discretionary: $13,536,183
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,881,106 |
| High net worth individuals | 7 | $11,655,077 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonehavenwealthmanagement.com
- LinkedIn @CHARLISE-WHITESIDE-5910997

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonehaven Private Wealth Management LLC (CRD 168393): Form ADV filing data as of October 2026.