Stillwater Private Wealth

Overview

Stillwater Private Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2026. The firm is owned by an individual and serves a mix of individuals, families and some institutional clients. Its primary advisory activities are financial planning and portfolio management for individuals and small businesses. Compensation comes through both percentage-of-AUM fees and fixed-fee engagements. The firm reports that it is not an active ESG investor and does not operate as a capital allocator or related adviser; it is also not classified as a multi-state adviser in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices