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Stillwater Private Wealth, LLC

EST. AUM
$176,766,445

CONTACTS
2

CLIENT ACCOUNTS
458

Firm Details

Metro area Philadelphia
CRD Number 339794
Website swprivatewealth.com
Client types

Overview

Stillwater Private Wealth, LLC is an independent registered investment advisory (RIA) firm based in Glen Mills, Pennsylvania. Founded by financial professionals Bruce Ohrenich and Seth Bittner, the firm provides personalized wealth management and investment advisory services. The company operates with a fiduciary mandate, focusing on the preservation and growth of client assets through a holistic planning process. Stillwater Private Wealth emphasizes its independence, selecting Charles Schwab as its primary custodian to hold client assets. The firm’s approach integrates financial planning with strategic investment management to address the long-term goals of private clients and families.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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