Stillwater Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,779,650
Clients
160
Advisors
4
across 4 offices
About
Stillwater Private Wealth, LLC is an independent SEC‑registered investment adviser founded in 2025 that serves individuals, families, business owners and employer plan sponsors. The firm provides discretionary Wealth Management, stand‑alone Financial Consulting, and Retirement Plan Advisory Services, and typically charges advisory fees based on a percentage of assets under management.
The firm constructs portfolios across a broad range of securities—including stocks, bonds, mutual funds, ETFs, options, REITs and, where appropriate, alternative investments—and may engage third‑party independent managers through a Charles Schwab program for discretionary management. Its investment process combines quantitative and qualitative analysis and modern portfolio theory, with ongoing monitoring, rebalancing and explicit disclosure of risks such as illiquidity and potential tax consequences.
Distinctive aspects include a recent transition to an independent RIA while already managing approximately $176.8 million on a discretionary basis across roughly 160 client relationships with a four‑person advisory team. Stillwater does not vote client proxies (clients retain that responsibility), reports custody on certain accounts due to standing transfer authority arrangements, and discloses that some advisers are licensed to sell insurance—potential conflicts that the firm says it manages through its fiduciary policies.
Client services
Expertise
Fee options
$0 - $500,000: 1.10% $500,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.90% $5,000,000 - $7,500,000: 0.80% $7,500,000 - $10,000,000: 0.70% $10,000,000+: 0.65%
Some representatives licensed to sell insurance; commissions received on insurance/brokerage products.
Fee-only: Financial Consulting fees up to $50,000 per engagement, fixed fees as detailed in Consulting Agreement.
Main office
See office1150 Glenlivet Drive, Suite A-18
Allenton PA 18106
Advisors at this office
1
Offices (4)
Most active in
Florida · New Jersey · New York · Pennsylvania · South Carolina
Also doing business as
Stillwater Private Wealth · Stillwater Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew O
CFP®, Series 63, Series 65
Charleston, SC
Stillwater Private Wealth
Matthew Ohrenich is a CFP® with seven years of experience in financial advising. He is currently with Stillwater Private Wealth, where he has worked since 2026. His prior experience includes roles at Ethos Financial Group and The Fairman Group. Ohrenich is also the owner of Pioneer Private Wealth, an investment-related business based in Boulder, Colorado. Stillwater Private Wealth, founded in 2025, serves individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, employing a diversified investment approach that integrates quantitative and qualitative analysis with ongoing portfolio monitoring.
James B
Series 65
Mt. Pleasant, SC
Stillwater Private Wealth
James Behr Jr. is a financial advisor at Stillwater Private Wealth with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Blue Bell Private Wealth Management and Ethos Financial Group, LLC. Outside of his advisory role, he owns Palm Harbor Advisors, LLC, a business unrelated to investing. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, constructing portfolios using a broad range of securities and employing both quantitative and qualitative analysis.
Bruce O
CFP®, Series 63
Allenton, PA
Stillwater Private Wealth
Bruce Ohrenich is a CFP® professional with 46 years of experience in the financial services industry. He is currently with Stillwater Private Wealth, where he has worked since 2026. Prior to this, he spent 37 years with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Outside of advisory work, he is involved in insurance sales, including life, disability, and long-term care insurance. Stillwater Private Wealth, founded in 2025, is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers wealth management, financial consulting, and retirement plan advisory services, utilizing a combination of quantitative and qualitative analysis to construct diversified portfolios.
Seth B
Series 63, Series 65
Allentown, PA
Stillwater Private Wealth
Seth Bittner is a financial advisor at Stillwater Private Wealth with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Ethos Financial Group, Innovation Partners, Mercap Securities, Almanack Investment Partners, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advising, he is involved in life and annuity insurance product sales through his roles in multiple insurance brokerages. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, managing portfolios across a broad range of securities with a focus on quantitative and qualitative analysis combined with modern portfolio theory.
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