JUNO BEACH, FLCRD 309796Latest ADV February 11, 2026
Stillwater Wealth Management Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Juno Beach, FL. Its latest Form ADV filing, dated February 11, 2026, reports $207M in regulatory assets under management, 3 employees, and 500 accounts.
Assets Under Management
$207M
Employees
3
Offices
--
Total Clients
257
Primary office
JUNO BEACH, FL
790 JUNO OCEAN WALK SUITE 202C, JUNO BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
148
2
HNWI
37.4%
96
3
Corporations
5.1%
13
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of February 11, 2026
Discretionary99.2%
$205M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$207M
Total Accounts500
10Y AUM Change+$99M (+92.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee86:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.