This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$207MItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$205M

Private client RAUM

$190MderivedItem 5.D individuals plus high net worth individuals

Private client share

92%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$68.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

500

Individual clients

148

High net worth clients

96

SEC number

801-127481

CRD

309796

Filings on the tape

11

First filed

Feb 15, 2023

Latest filed

Jun 10, 2026

Organised

Limited Liability Company, FL

• Occurred

  Apr 6, 2023
  Advisor changed firm

  Joseph Michael Featherstone left Stillwater Wealth Management Group Llc for Featherstone Investment Advisory (registered 2025-12-22)

  Form ADVobserved 5 days ago
• Occurred

  Feb 15, 2023
  First Form ADV filing

  Stillwater Wealth Management Group Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a5dc45f3-28f3-b912-6620-1b2c80ef49b4

First observed

Feb 15, 2023

Last observed

Jun 10, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.