Stillwater Wealth Management Group LLC
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
FINTRXOverview
Stillwater Wealth Management Group LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owned by an individual and manages client relationships on a percentage-of-AUM fee basis. Client segments include individuals and families as well as institutional clients; stated advisory services emphasize portfolio management for individuals and small businesses and pension consulting services. Investment preference skews toward equities, and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- 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
Richard Blumenfeld
Investment Adviser RepresentativeCRD 6140336
John Ainlay
Financial AdvisorCRD 7740456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$55.7M in ETFs
78%
$43.4M
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% |
Location
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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