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STILLWATER WEALTH MANAGEMENT GROUP LLC
CRD 309796File 801-127481
APPROVED
Retail clients
Filing as of Jun 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 2 | 3 | increased by1 |
| Mar 1, 2026 | Clients | 190 | 257 | increased by67 |
| Mar 1, 2026 | AUM | $162,893,550 | $206,582,835 | increased by$43,689,285 |
| Mar 1, 2026 | Accounts | 379 | 500 | increased by121 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STILLWATER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STILLWATER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.