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Chief Executive Officer and Chief Compliance Officer · Stonehaven Wealth & Tax Solutions

Brian M. Much

CRD 5387890 · Named on Form ADV at one SEC-registered adviser

At a glance

Stonehaven Wealth & Tax Solutions, an SEC-registered wealth manager based in Appleton, WI with $168 million in regulatory assets, lists Brian M. Much on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.