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STILLWATER WEALTH MANAGEMENT GROUP LLC
CRD 309796File 801-127481
APPROVED
Retail clients
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$206.6M
Below cohort median (national)
Discretionary AUM
$204.9M
Non-discretionary $1.7M
Clients
257
500 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 17, 2023
- Principal office
- 790 JUNO OCEAN WALK SUITE 202C, JUNO BEACH, FL, 33408
- Phone
- (561) 214-4125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.6M
- Discretionary AUM
- $204.9M
- Non-discretionary AUM
- $1.7M
- Discretionary accounts
- 496
- Non-discretionary accounts
- 4
- Total accounts
- 500
- AUM per client
- $804K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $10.8M |
| Charitable organizations | Fewer than 5 | $3.7M |
| High net worth individuals | 96 | $159.2M |
| Pension and profit sharing plans | Fewer than 5 | $1.7M |
| Individuals (other than high net worth individuals) | 148 | $31.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.