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 investment adviser that manages client portfolios on a fee (percentage of AUM) basis. The firm serves both individual and family clients and institutional relationships, providing portfolio management for individuals and small businesses and offering pension consulting services. Stillwater does not identify as an active ESG investor and operates under an individual ownership structure.

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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