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STILLWATER PRIVATE WEALTH

ALLENTON, PA · CRD 339794 · IAPD ↗ · swprivatewealth.com · 6102910232

$176.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
July 2026 — STILLWATER PRIVATE WEALTH notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2026 — STILLWATER PRIVATE WEALTH added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
June 2026 — STILLWATER PRIVATE WEALTH now reports custody of client assets ($37.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
June 2026 — STILLWATER PRIVATE WEALTH grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
June 2026 — STILLWATER PRIVATE WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
May 2026 — STILLWATER PRIVATE WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2026 — STILLWATER PRIVATE WEALTH notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — STILLWATER PRIVATE WEALTH notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — STILLWATER PRIVATE WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
February 2026 — STILLWATER PRIVATE WEALTH (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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