Stillwater Wealth Management Group LLC

RIASEC RegisteredEst. 2023

Total AUM

$207M

Discretionary

$205M

99% of AUM

Avg account

$413K

Accounts

500

Employees

3

Advisory reps

3

Firm details

Headquarters: Juno Beach, Florida
CRD number: 309796
Registered since: March 17, 2023
Website: stillwaterwealthmgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI77.06%
Individuals15.11%
Corporations / Businesses5.23%
Charitable Organizations1.79%
Pension & Profit Sharing Plans0.81%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Stillwater Wealth Management Group LLC is an SEC-registered independent advisory firm that provides fee-based portfolio management and pension consulting for individual, family and small-business clients, as well as some institutional relationships. The firm charges a percentage-of-assets fee and is organized as an LLC under individual ownership. It reports not being an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities40%
Investment Grade Corp Bonds28%
Public Funds/Mutual Funds20%
US Government Bonds10%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Tyler Wright
Managing Member And Chief Compliance OfficerCRD 6823189

Contacts

2 of 2

John Ainlay
Financial AdvisorCRD 7740456
Richard Blumenfeld
Investment Adviser RepresentativeCRD 6140336

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 34

Active vs passive

$55.7M in ETFs

Passive

78%

$43.4M

Active

19%

$12.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO)	Amplify Investments	Active	Derivative Income	$6.2M	139,138	11.21%

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Primary office

Juno Beach, FL

Palm Beach

Location

Juno Beach, FL

Headquartered in Juno Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Palm Beach
Address: 790 Juno Ocean Walk
Time zone: ET (UTC-5)
Office locations

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