Stillwater Wealth Management Group LLC

RIASEC Registered
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
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 independent, individual-owned RIA that provides fee-based advisory services primarily to individual and family clients, with some institutional relationships. The firm is registered with the SEC (registered in 2023) and bills clients on a percentage-of-AUM basis. Its stated advisory activities center on portfolio management for individuals and small businesses, along with pension consulting services. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 40%, Investment Grade Corp Bonds 28%, Public Funds/Mutual Funds 20%, US Government Bonds 10%, Cash & Cash Equivalents 2%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds28%
  • Public Funds/Mutual Funds20%
  • US Government Bonds10%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$88.7M in ETFs

Passive

73%

$64.6M

Active

24%

$24M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$10.3M13,88011.58%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth