Stillwater Wealth Management Group LLC
● SEC registered since 2023CRD 309796SEC# 801-127481Juno Beach, FL
Reg. AUM
$206.6M
Employees
3
Accounts
500
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 $206.6 million in regulatory assets under management and employs 3 people.
Stillwater Wealth Management Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Robert Blumenfeld Control | Managing Member | 50-75% | 2020 |
| Tyler Steven Wright Control | Managing Member & Chief Compliance Officer | 50-75% | 2020 |
Frequently asked questions
How much does Stillwater Wealth Management Group LLC manage?
Stillwater Wealth Management Group LLC reports $206.6 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 3 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
| Address | 790 Juno Ocean Walk Suite 202c, Juno Beach, FL 33408 |
| Phone | (561) 214-4125 |
| Fax | N/A |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.6M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$206.6Mregulatory AUM
Discretionary $204.9MNon-discretionary $1.7M