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STILLWATER WEALTH MANAGEMENT GROUP LLC

JUNO BEACH, FL · CRD 309796 · IAPD ↗ · (561) 214-4125

$206.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — STILLWATER WEALTH MANAGEMENT GROUP LLC reported RAUM up 27% ($162.9M -> $206.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — STILLWATER WEALTH MANAGEMENT GROUP LLC reported RAUM up 30% ($107.5M -> $139.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.