DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S••••••••• W••••• M••••••••• G•••• L••
Latest filing Jun 10, 2026
First filing on the tape Feb 15, 2023 · 11 filings
SEC status approved since Mar 17, 2023
RAUM
$207M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
92%
$190M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$68.9M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$207M as of Jun 10, 2026
Feb 12, 2024$139M then
HNW client RAUM$159M as of Jun 10, 2026
Feb 12, 2024$94.1M then
State-registered IARs (5.B.3)3 as of Jun 10, 2026
Feb 12, 20242 then
Employees (5.A)3 as of Jun 10, 2026
Feb 12, 20242 then
Private funds: no history
RAUM +27% over the last fiscal yearIARs 2 to 3
Practice profile
derived from the filing of Jun 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $68.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 81derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $413,166derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 2.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +38%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$159M77%
- Individuals$31.2M15%
- Corporations and businesses$10.8M5.2%
- Charitable organizations$3.7M1.8%
- Pension and profit-sharing plans$1.7M0.8%
- Individual clients
- 148reported
- HNW clients
- 96reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 500reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••••• R••••• B••••••••• | Juno Beach, Fl | Sep 21, 2020 | 13 y | 1 |
| T•••• S••••• W••••• | Juno Beach, Fl | Sep 21, 2020 | 11 y | 1 |
| J••• W••••• A••••• | Juno Beach, Fl | Dec 4, 2025 | 10 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- J••••• M•••••• F••••••••• to F••••••••• I••••••••• A•••••••Apr 6, 2023 · RIA to a state-registered adviser
Joined, latest
- J••• W••••• A••••• from F•••••••• S••••••• A••••••• I••Dec 4, 2025 · RIA to RIA
- J••••• M•••••• F••••••••• from U••• P•••••• W•••••• L••Jul 29, 2022 · RIA to RIA
- R•••••• R••••• B••••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Sep 21, 2020 · Wirehouse to independent RIA
- T•••• S••••• W••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Sep 21, 2020 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Sep 18, 2020 · Boca Raton, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• R••••••• R••••• · Managing Membercontrolsince 06/2020 · owns 50% to 75%
- W•••••• T••••• S••••• · Managing Member & Chief Compliance Officercontrolsince 06/2020 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Juno Beach, Fl · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 379 to 500Mar 25, 2025 to Feb 11, 2026
- Advisory employees · 2 to 3Mar 25, 2025 to Feb 11, 2026
- HNW clients · 43 to 96Mar 25, 2025 to Feb 11, 2026
- Individual clients · 134 to 148Mar 25, 2025 to Feb 11, 2026
- Employees · 2 to 3Mar 25, 2025 to Feb 11, 2026
- State-registered IARs · 2 to 3Mar 25, 2025 to Feb 11, 2026
- Discretionary RAUM · $162M to $205MMar 25, 2025 to Feb 11, 2026
- HNW RAUM · $107M to $159MMar 25, 2025 to Feb 11, 2026
- Individual RAUM · $40.0M to $31.2MMar 25, 2025 to Feb 11, 2026
- Non-discretionary RAUM · $540,000 to $1.7MMar 25, 2025 to Feb 11, 2026
- Pension RAUM · $540,000 to $1.7MMar 25, 2025 to Feb 11, 2026
- RAUM · $163M to $207MMar 25, 2025 to Feb 11, 2026
- Financial planning clients · unset to Feb 11, 2025 to Mar 25, 2025
- Accounts · 318 to 379Feb 12, 2024 to Feb 11, 2025
- Corporate clients · 8 to 13Feb 12, 2024 to Feb 11, 2025
- HNW clients · 48 to 43Feb 12, 2024 to Feb 11, 2025
- Individual clients · 128 to 134Feb 12, 2024 to Feb 11, 2025
- Discretionary RAUM · $131M to $162MFeb 12, 2024 to Feb 11, 2025
- HNW RAUM · $94.1M to $107MFeb 12, 2024 to Feb 11, 2025
- Individual RAUM · $24.8M to $40.0MFeb 12, 2024 to Feb 11, 2025
- Non-discretionary RAUM · $8.4M to $540,000Feb 12, 2024 to Feb 11, 2025
- Pension RAUM · $8.4M to $540,000Feb 12, 2024 to Feb 11, 2025
- RAUM · $139M to $163MFeb 12, 2024 to Feb 11, 2025
- Accounts · 188 to 318Jul 27, 2023 to Feb 12, 2024
- Charity clients · 0.0 to unsetJul 27, 2023 to Feb 12, 2024
- Corporate clients · 6 to 8Jul 27, 2023 to Feb 12, 2024
- HNW clients · 45 to 48Jul 27, 2023 to Feb 12, 2024
- Pension plan clients · 2.0 to unsetJul 27, 2023 to Feb 12, 2024
- Discretionary RAUM · $102M to $131MJul 27, 2023 to Feb 12, 2024
- HNW RAUM · $73.6M to $94.1MJul 27, 2023 to Feb 12, 2024
- Individual RAUM · $15.1M to $24.8MJul 27, 2023 to Feb 12, 2024
- Non-discretionary RAUM · $5.2M to $8.4MJul 27, 2023 to Feb 12, 2024
- Pension RAUM · $5.2M to $8.4MJul 27, 2023 to Feb 12, 2024
- RAUM · $108M to $139MJul 27, 2023 to Feb 12, 2024
- Assets in custody · 0.0 to unsetApr 6, 2023 to Jul 21, 2023
- Custody of client assets · true to falseApr 6, 2023 to Jul 21, 2023
- Advisory employees · 3 to 2Mar 28, 2023 to Apr 6, 2023
- Employees · 3 to 2Mar 28, 2023 to Apr 6, 2023
- State-registered IARs · 3 to 2Mar 28, 2023 to Apr 6, 2023
Signals
2 dated events
- J••••• M•••••• F••••••••• left S••••••••• W••••• M••••••••• G•••• L•• for F••••••••• I••••••••• A••••••• (registered 2025-12-22)Apr 6, 2023 · Advisor changed firm · fact
- S••••••••• W••••• M••••••••• G•••• L•• filed its initial SEC registration (Form ADV)Feb 15, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@stillwaterwealthmgt.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-214-4125reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- stillwaterwealthmgt.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (561) 214-4125reportedpublic record, Form ADV, Jun 10, 2026
- Contact form
- stillwaterwealthmgt.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $68.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026