$176.8M Total AUM
$176.8M Disc. AUM
-- 3Y CAGR
4 Employees
164 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2026
- Office Locations
- 4
Office Locations
4905 Tilghman Street, Suite 300 Allentown PA
-- Charleston SC
-- Glen Mills PA
About Stillwater Private Wealth
Stillwater Private Wealth is a Glen Mills-based RIA with 4 offices. The firm has been operating for 0 years. Managing $176.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
49 AVG AGE
$44.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
SETH ELI BITTNER
PRINCIPAL
- CRD
- #5057101
- Ownership
- 50% but less than 75%
Available
Available
Available
BRUCE OHRENICH
Chief Compliance Officer, PRINCIPAL
- CRD
- #715394
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
J
JAMES F BEHR JR.
--
- CRD
- #6275060
Available
Available
Available
MATTHEW BRUCE OHRENICH
--
- CRD
- #6829358
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,766,445 | $385,953 |
| Non-Discretionary | $0 | -- |
| Total | $176,766,445 | $385,953 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing