Overview
Assets Under Management: $163 million
Headquarters: JUNO BEACH, FL
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Frequently Asked Questions
STILLWATER WEALTH MANAGEMENT GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309796), STILLWATER WEALTH MANAGEMENT GROUP LLC is subject to fiduciary duty under federal law.
STILLWATER WEALTH MANAGEMENT GROUP LLC is headquartered in JUNO BEACH, FL.
STILLWATER WEALTH MANAGEMENT GROUP LLC serves 43 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, STILLWATER WEALTH MANAGEMENT GROUP LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
STILLWATER WEALTH MANAGEMENT GROUP LLC manages $163 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, STILLWATER WEALTH MANAGEMENT GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 379
Discretionary Accounts: 377
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 309796
Last Filing Date: 2025-02-11 00:00:00
Website: https://stillwaterwealthmgt.com