SourcingSourcing

STILLWATER WEALTH MANAGEMENT GROUP LLC

C33
CRD 309796·SEC 801-127481·JUNO BEACH, FL
AUM
$206.6M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$620K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STILLWATER WEALTH MANAGEMENT GROUP LLC
CRD
309796
SEC file #
801-127481
EIN
—
DBA names
—

Economics

AUM
$206.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$162.9M → $206.6M▲ +27%
Client mix
Individuals Other148
Individuals High Net Worth96
Corporations13

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
JUNO BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUMENFELD, RICHARD, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BLUMENFELD, RICHARD, ROBERT
WRIGHT, TYLER, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:stillwater.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
44,447
Form 5500 Compensation Trajectory 3y
202544,447
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
44,447
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6140336
Trust Company Affiliate
No

People (3)

3
BLUMENFELD, RICHARD, ROBERT
IAR · Direct Owner · 62.5%
6140336
WRIGHT, TYLER, STEVEN
IAR · Direct Owner · 62.5%
6823189
John Wesley Ainlay
IAR
7740456