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| Stillwater Wealth Management Group LLC
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|---|---|
| CRD # | 309796 |
| SEC # | 801-127481 |
| CIK # | 0002063941, 0002137933 |
| AUM | 206.6 M (2026-06-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 561-214-4125 |
| Address | 790 Juno Ocean Walk Suite 202C Juno Beach, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.7 | ||
| Broadcom Inc | 5.2 | ||
| Costco Wholesale Corp /NEW | 5.2 | ||
| Nvidia Corp | 5.0 | ||
| Lilly Eli & Co | 4.8 | ||
| Wal Mart Stores Inc | 4.7 | ||
| Alphabet Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.6 | ||
| AbbVie Inc | 4.2 | ||
| Microsoft Corp | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 31.2 |
| (b) Individuals (high net worth individuals) | 96 | 159.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 0 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 206.6 |
| By Discretionary | ||
| Discretionary | 496 | 204.9 |
| Non-Discretionary | 4 | 1.7 |
| Total | 500 | 206.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.6 | |
| Total | 500 | 206.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063941] | |
| 13F-HR | [0002137933] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
WFA of San Diego LLC
✚
|
CA | 206.9 M |
|
Flying Point Financial Inc
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|
Alapocas Investment Partners Inc
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MA | 206.6 M |
|
Foliobeyond LLC
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206.6 M | |
|
Bauman Advisory Group LLC
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NV | 206.4 M |
|
Alexis Investment Partners LLC
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206.4 M | |
|
Cooksen Wealth LLC
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|
TX | 206.2 M |
|
HFH Planning Inc
✚
|
206.1 M | |
|
Parkview Asset Management Inc
✚
|
IL | 206.1 M |
|
Hardworking Capital Advisors LLC
✚
|
CA | 206.0 M |