STILLWATER WEALTH MANAGEMENT GROUP LLC

790 Juno Ocean Walk Suite 202c
Juno Beach, Florida 33408
Tel: (561) 214-4125

About STILLWATER WEALTH MANAGEMENT GROUP LLC

STILLWATER WEALTH MANAGEMENT GROUP LLC, formally registered with the SEC as STILLWATER WEALTH MANAGEMENT GROUP LLC. The firm was established in 03/17/2023. They have over 1 offices throughout the country.

STILLWATER WEALTH MANAGEMENT GROUP LLC is a Juno Beach, Florida based Financial Planning firm with nearly $162,893,550 assets under management, offering retirement planning & investment advisory services to 379 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309796
SEC#	801-127481
Assets Managed by Firm	$162,893,550
No. of Clients	379
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	379	$162,893,550
Individuals (other than high net worth individuals)	134	$40,012,550
High net worth individuals	43	$106,533,000
Pension and profit sharing plans	Fewer than 5 clients	$540,000
Charitable organizations	Fewer than 5 clients	$3,260,000
Corporations or other businesses	13	$12,548,000

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