# Stillwater Private Wealth

> Stillwater Private Wealth is an SEC-registered investment advisory firm in Allenton, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 339794
- Filed as: STILLWATER PRIVATE WEALTH
- Legal name: Stillwater Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Allenton, PA
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339794
- AdvisorCensus page: https://advisorcensus.com/firm/stillwater-private-wealth-allenton-pa-339794

## Quick answers

**How is Stillwater Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Stillwater Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Stillwater Private Wealth located?**
Stillwater Private Wealth's principal office is in Allenton, PA, according to its Form ADV.

**Is Stillwater Private Wealth registered with the SEC or a state?**
Stillwater Private Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339794.

**How much does Stillwater Private Wealth manage?**
Stillwater Private Wealth reports $176,766,445 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**What types of clients does Stillwater Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (50); corporations or other businesses not listed above (4).

**Which custodians does Stillwater Private Wealth use?**
Stillwater Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stillwater Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339794

**What changed in Stillwater Private Wealth's recent Form ADV filings?**
In the September 2026 filing data: No longer lists an office in Allentown, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $176,766,445
- Discretionary: $176,766,445
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $36,591,249 |
| High net worth individuals | 50 | $133,188,401 |
| Corporations or other businesses not listed above | 4 | $6,986,795 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- swprivatewealth.com

## Changes in the filing (last 12 months)

### September 2026
- No longer lists an office in Allentown, PA.

### July 2026
- Registered or notice-filed in FL, NY.

### June 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $0 to $176,766,445.

### May 2026
- Added an office in Allentown, PA.

### April 2026
- Registered or notice-filed in NJ.

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Registered or notice-filed in SC.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stillwater Private Wealth (CRD 339794): Form ADV filing data as of October 2026.