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STILLWATER PRIVATE WEALTH
STILLWATER PRIVATE WEALTH, LLC
CRD 339794 · SEC 801-135081
NJ, United States
Phone
6102910232
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.8M
Discretionary AUM
$176.8M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $36.6M |
| High net worth individuals | 50 | $133.2M |
| Corporations/business entities | 4 | $7.0M |
States served
NJ, NY, PA, SC, FL
All web addresses on file
Official SEC filing: View on IAPD