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Stillwater Wealth Management Group LLC

● SEC registered since 2023CRD 309796SEC# 801-127481Juno Beach, FL
Export (members)
Reg. AUM
$162.9M
Employees
2
Accounts
379
Location
Juno Beach, FL

Stillwater Wealth Management Group LLC assets under management

Stillwater Wealth Management Group LLC is an SEC-registered investment adviser based in Juno Beach, FL. The firm has been registered since 2023. It reports $162.9 million in regulatory assets under management and employs 2 people.

Stillwater Wealth Management Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard Robert Blumenfeld ControlManaging Member50-75%2020
Tyler Steven Wright ControlManaging Member & Chief Compliance Officer50-75%2020

Frequently asked questions

How much does Stillwater Wealth Management Group LLC manage?

Stillwater Wealth Management Group LLC reports $162.9 million in regulatory assets under management on its Form ADV.

How many employees does Stillwater Wealth Management Group LLC have?

Stillwater Wealth Management Group LLC reports 2 employees.

Where is Stillwater Wealth Management Group LLC located?

Stillwater Wealth Management Group LLC is based in Juno Beach, FL and has been SEC-registered since 2023.

Does Stillwater Wealth Management Group LLC disclose fund performance?

Stillwater Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address790 Juno Ocean Walk Suite 202c, Juno Beach, FL 33408
Phone(561) 214-4125
FaxN/A
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.4M
Non-discretionary$540K
Total (RAUM)$162.9M