Stillwater Private Wealth
Firm details
- Headquarters
- ,
- CRD number
- 339794
- Registered since
- January 2, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.35%
- Individuals20.7%
- Corporations / Businesses3.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stillwater Private Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owner-operated and serves both individual & family clients and institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. The snapshot indicates the firm does not identify as an active ESG investor, is not a pension consultant, and is not designated as a related adviser or capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds75%
- Exchange Traded Equities15%
- State & Local Bonds5%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Bruce Ohrenich
Managing PartnerCRD 715394
Seth Bittner
Partner, Financial PlannerCRD 5057101
James Behr
PartnerCRD 6275060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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