RIA · CRD 309796SEC-Registered

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Stillwater Wealth Management Group

STILLWATER WEALTH MANAGEMENT GROUP LLC is an SEC-registered investment adviser in JUNO BEACH, FL, registered since 2023. The firm manages $207 million in...

Stillwater Wealth Management Group

STILLWATER WEALTH MANAGEMENT GROUP LLC is an SEC-registered investment adviser in JUNO BEACH, FL, registered since 2023. The firm manages $207 million in assets, $205 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

What is Stillwater Wealth Management Group?

Stillwater Wealth Management Group LLC is a registered investment advisor (RIA) domiciled in the United States. Its exact business scope — whether single-family office, multi-family office, or general wealth management — is not publicly documented. Allocators should request RIA registration details from state securities regulators.

Is Stillwater Wealth Management Group a family office?

The firm's name and structure as an LLC suggest it may serve a family-office function, but no public source confirms this. Many RIAs operate as multi-family offices or single-family offices without formal family-office registration. Verification requires contacting the firm directly.

What investment strategy does Stillwater use?

There is no public record of Stillwater's investment strategy. Typical RIAs of this profile asset classes, but no holding targets, sector preferences, or risk posture are known. Allocators should review Form ADV filings for strategy disclosure.

How large is Stillwater Wealth Management Group?

The firm does not publicly disclose its AUM. RIA filings with the SEC may reveal per-advised assets, but no such figure is available from public sources. The AUM band is listed as Undisclosed.

Where is Stillwater Wealth Management Group headquartered?

The firm's headquarters location is not confirmed in public records. As a US-registered RIA, it likely operates from a single office, but no city or state has been identified.

Who runs Stillwater Wealth Management Group?

No named principals, executives, or advisors are publicly associated with the firm. There is no LinkedIn presence or media profile identifying its leadership. Due diligence would require direct inquiry or review of state business registration filings.

Does Stillwater disclose its client base?

The firm has not publicly disclosed whether it serves single-family, multi-family, or institutional clients. Given its RIA structure, it could serve any combination of high-net-worth individuals, estates, or trusts.

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