Bruce Ohrenich has been Principal/CCO of Stillwater Private Wealth since November 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Stillwater Private Wealth, LLC is an Allenton, PA firm with $177M under management, 164 clients and 4 advisers across 4 offices, as of its August 2026 filing.
Bruce Ohrenich is Partner & Financial Planner of Stillwater Private Wealth and serves as Managing Partner. He specializes in helping pre-retirees and retirees with final-stage wealth accumulation, retirement income strategies, risk management and estate planning. His page states more than 45 years in the financial services industry.
Bruce Ohrenich’s longest registration was 33 years at Hornor, Townsend & Kent, LLC (1992–2026). Before joining Stillwater Private Wealth in 2026, Bruce Ohrenich was registered through Hornor, Townsend & Kent, LLC.
- Stillwater Private WealthCurrent– present · under a yearAllenton, PA · Adviser representative · Firm CRD 339794
- Hornor, Townsend & Kent, LLC– · 33 yearsConshohocken, PA · Adviser representative · Firm CRD 4031
Professional designations
Listed by Stillwater Private Wealth
- CFP®
Investment adviser representative registrations
Bruce Ohrenich is registered as an investment adviser representative in Pennsylvania, since January 2026.
- PennsylvaniaSince 28 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 March 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 1980 |
| Series 7 | General Securities Representative Examination | 20 September 1980 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 715394
- Firm
- Stillwater Private Wealth · CRD 339794
- Role
- Principal/CCO
- Office
- 1150 GLENLIVET DRIVE, SUITE A-18, Allenton, PA 18106
- Registration
- Investment adviser registration
- In the industry since
- September 1980
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- swprivatewealth.com
Where does Bruce Ohrenich work?
Bruce Ohrenich has been Principal/CCO of Stillwater Private Wealth, LLC since November 2025, and is a control person of the firm.
Is Bruce Ohrenich a financial advisor?
Yes. Bruce Ohrenich has a current investment-adviser registration in Pennsylvania, through Stillwater Private Wealth since January 2026.
How many years of experience does Bruce Ohrenich have?
Bruce Ohrenich has 46 years in the financial industry, since September 1980, across 2 adviser firms.
What exams has Bruce Ohrenich passed?
Bruce Ohrenich has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in September 1980. FINRA credited Bruce Ohrenich with the SIE, which began in October 2018.
Where did Bruce Ohrenich work before Stillwater Private Wealth?
Before Stillwater Private Wealth, Bruce Ohrenich was registered through Hornor, Townsend & Kent, LLC, July 1992 to January 2026.
Where is Bruce Ohrenich based?
Bruce Ohrenich’s registered office is in Allenton, PA.
Is Bruce Ohrenich registered with FINRA?
No. Bruce Ohrenich has no current broker registration.
Is Bruce Ohrenich a CFP?
Stillwater Private Wealth lists Bruce Ohrenich with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Bruce Ohrenich’s record?
Search CRD 715394 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bruce Ohrenich’s full registration record.
