Stonehaven Private Wealth Management LLC

Stonehaven Private Wealth Management LLC (CRD# 168393) is a financial advisory firm headquartered in San Diego, CA. They manage $6,469,802 in 23 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $281,296
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA

Financial Advisors at Stonehaven Private Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charlise B. Whiteside
CRD#: 4913654
Gloucester, MA
96
Wealthminder
score

Charlise Whiteside (CRD# 4913654) is an Investment Advisor Representative working at Stonehaven Private Wealth Management LLC in Gloucester, MA and has over 6 years of experience in the finance industry. Charlise Whiteside has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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