RIA Intel›Advisers›Texas›STILLFOREST WEALTH MANAGEMENT LLC

STILLFOREST WEALTH MANAGEMENT LLC

Advisory

HOUSTON, TX

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in TX

#2,146

of 2,813 advisers by AUM

Average account

$231K

across 87 accounts

AUM per adviser

$20M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$20M

Discretionary %

100%

Clients

26

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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$20M

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ANOVA MANAGEMENT INC.

$20M

CAPITAL RETIREMENT PLANNING, LLC

$20M

RICHARDSON FINANCIAL, INC.

$20M

STRATIA WEALTH MANAGEMENT, LLC

$20M

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