Bruce Ohrenich
Stillwater Private Wealth · Allenton, Pennsylvania
Bruce Ohrenich is a fee-only financial advisor at Stillwater Private Wealth in Allenton, Pennsylvania, who holds the CFP credential. Bruce charges a percentage of assets and a flat fee or retainer and focuses on equity compensation, retirement planning and student loans.
Request an introduction to Bruce →
Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
- Founders
- Tech employees
Facts
| Firm | Stillwater Private Wealth |
|---|---|
| Based in | Allenton, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $176.8M across 458 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 715394 |
| Exams passed | Series 63 (1980) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.swprivatewealth.com |
Request an introduction to Bruce
Tell Bruce a little about what you're looking for. Bruce isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bruce
Is Bruce Ohrenich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Stillwater Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce charges a percentage of assets and a flat fee or retainer.
Where is Bruce Ohrenich based?
Bruce Ohrenich is based in Allenton, Pennsylvania.
What does Bruce specialize in?
Bruce's specialties include equity compensation, retirement planning, student loans, small business owners, estate & legacy planning and tax planning. Bruce works with high earners, pre-retirees, retirees, founders and tech employees.
What credentials does Bruce Ohrenich hold?
Bruce Ohrenich holds the CFP credential.
Is Bruce Ohrenich registered with the SEC?
Yes. Bruce Ohrenich is registered as an investment adviser representative in PA (CRD 715394), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Stillwater Private Wealth manage?
Stillwater Private Wealth reports $176.8M across 458 accounts in assets under management.
How do I contact Bruce Ohrenich?
Through Bruce's website, www.swprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stillwater Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.