Stillwater Private Wealth

RIASEC Registered
Total AUM
$177M
Discretionary
$177M
100% of AUM
Avg account
$386K
Accounts
458
Employees
4
Advisory reps
4

Firm details

Headquarters
Allentown, Pennsylvania
CRD number
339794
Registered since
January 2, 2026
Website
swprivatewealth.com
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

FINTRX

Overview

Stillwater Private Wealth is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2026 and serves both individual and family clients as well as institutional clients. Business lines center on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm reports it does not emphasize ESG investing and is not designated as a multi-state adviser for ADV reporting purposes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 75%, Exchange Traded Equities 15%, State & Local Bonds 5%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 1%75%
  • Private Funds75%
  • Exchange Traded Equities15%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • James Behr

    James Behr

    PartnerCRD 6275060

  • Bruce Ohrenich

    Bruce Ohrenich

    Managing PartnerCRD 715394

  • Seth Bittner

    Seth Bittner

    ​Partner, Financial PlannerCRD 5057101

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Allentown, PA

Lehigh

Location

Allentown, PA

Headquartered in Allentown, PA, in the Northeast of the United States.

Region
Northeast
County
Lehigh
Address
1150 Glenlivet Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Erickson Financial Group, LLC

RIA

Allentown, PA

AUM $199MTEAM 6REPS 3

Englebert Financial Advisers, LLC

RIA

Allentown, PA

AUM $157MTEAM 3REPS 3

Liberty Asset Management

RIA

Allentown, PA

AUM $141MTEAM 9REPS 6

Sector Analysts LLC

RIA

Allentown, PA

AUM $238MTEAM 4REPS 2

A Better Way Financial, LLC

RIA

Allentown, PA

AUM $109MTEAM 10REPS 6

Gurniak Financial Advisors, Inc.

RIA

Allentown, PA

AUM $68.6MTEAM 3REPS 1
More RIAs in Allentown →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth