STILLWATER PRIVATE WEALTH, LLC

STILLWATER PRIVATE WEALTH, LLC is an SEC-registered investment adviser (CRD 339794). Regulatory assets under management: $176.8M.

Registration

• CRD: 339794
• SEC file number: 801-135081
• Type: Registered investment adviser
• Phone: 6102910232
• Latest filing: 2026-06-05
• Regulatory AUM: $176.8M
• Discretionary AUM: $176.8M
• Clients: 4
• Accounts: 458

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 339794 on SEC IAPD (source of record)
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