Stonehaven Private Wealth Management LLC

Stonehaven Private Wealth Management LLC (CRD# 168393) is a financial advisory firm headquartered in San Diego, CA. They manage $10,061,343 in 24 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $419,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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
Manchester By The Sea, MA

Charlise Whiteside (CRD# 4913654) is an Investment Advisor Representative working at Stonehaven Private Wealth Management LLC in Manchester By The Sea, MA and has over 13 years of experience in the finance industry.

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