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STILLWATER WEALTH MANAGEMENT GROUP LLC

UUID0d5367b8-eec8-5b30-a224-d9a18cb3177f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 309796 309796 1.0
sec_file_number 801-127481 801-127481

Profile

Websitehttps://www.linkedin.com/company/stillwater-wealth-management-group/
HQ CityJUNO BEACH
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)162,893,550.0
  • RAUM (discretionary)162,353,550.0
  • Actionable assets122,881,000.0
  • Accounts379.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM540,000.0
  • Charitable AUM3,260,000.0
  • HNW AUM106,533,000.0

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.