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 SEC-registered LLC that provides fee-based portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm is structured to charge a percentage of assets under management and lists portfolio management and pension consulting among its advisory activities. It is not positioned as an internal capital allocator; instead, the firm hires third‑party managers for alternative exposures. According to registration data, the firm became SEC-registered in 2023 and operates under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1TYLER WRIGHT
Managing Member And Chief Compliance OfficerCRD 6823189
Contacts
2 of 2John Ainlay
Financial AdvisorCRD 7740456
RICHARD BLUMENFELD
Investment Adviser RepresentativeCRD 6140336
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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