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STILLWATER WEALTH MANAGEMENT GROUP LLC
CRD 309796 · SEC 801-127481
790 JUNO OCEAN WALK SUITE 202C, JUNO BEACH, FL, 33408, United States
Phone
(561) 214-4125
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.6M
Discretionary AUM
$204.9M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $31.2M |
| High net worth individuals | 96 | $159.2M |
| Corporations/business entities | 13 | $10.8M |
States served
NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD