STILLWATER WEALTH MANAGEMENT GROUP LLC
Adviser information for STILLWATER WEALTH MANAGEMENT GROUP LLC last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 316 | $131.0M |
| Non-Discretionary | 2 | $8.4M |
| Total | 318 | $139.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 128 | $24.8M |
| HNW Individuals | 48 | $94.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $8.4M |
| Charitable organizations | <5 | $2.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $9.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127481 |
|---|---|
| SEC ERA File Number | 801-127481 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309796 |
| Legal Entity Identifier | None |
Principal Office
790 JUNO OCEAN WALK SUITE 202CJUNO BEACH
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (561) 214-4125, Fax: N/A
Chief Compliance Officer
TYLER STEVEN WRIGHT
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
790 JUNO OCEAN WALK SUITE 202C
JUNO BEACH
FL
United States
Tel:
(561) 214-4125
Fax:
N/A
T***********@**********************M
(Full email address available in API data)
Regulatory Contact
RICHARD BLUMENFELD
MEMBER
790 JUNO OCEAN WALK SUITE 202C
JUNO BEACH
FL
United States
Tel:
(561) 214-4125
Fax:
N/A
R*****************@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WRIGHT, TYLER, STEVEN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 06/2020 | 50-75% |
| BLUMENFELD, RICHARD, ROBERT | Individual | – | MANAGING MEMBER | 06/2020 | 50-75% |