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 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
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$88.7M in ETFs
73%
$64.6M
24%
$24M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.3M | 13,880 | 11.58% |
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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