CRD: 309796
Stillwater Wealth Management Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-2020
- Office Locations
- 1
Office Locations
About Stillwater Wealth Management Group LLC
Stillwater Wealth Management Group is an independent, fee-only RIA founded in 2020 by Tyler Wright and Richard Blumenfeld. The firm provides private wealth management, retirement and financial planning, portfolio management, cash/treasury management, and 401(k) plan services for individuals, families, business owners, nonprofits, and corporations nationwide. Portfolios commonly use ETFs alongside investment-grade bonds and public funds, with custody at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
RICHARD ROBERT BLUMENFELD
AAMS, Managing Member
- CRD
- #6140336
- Ownership
- 50% but less than 75%
TYLER STEVEN WRIGHT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6823189
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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John Wesley Ainlay IV
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- CRD
- #7740456
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,919,516 | $413,144 |
| Non-Discretionary | $1,663,319 | $415,830 |
| Total | $206,582,835 | $413,166 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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