Best-in-State · rank 31 · Scottsdale, Arizona · listed firm: Source Private Wealth | Wells Fargo Advisors
Identity & firm
- Firm — Source Private Wealth | Wells Fargo Advisors (high)
- “Source Private Wealth | Wells Fargo Advisors” — forbes_shook
- Parent company — Wells Fargo (high)
- “Source Private Wealth | Wells Fargo Advisors” — firm_official
- Firm type — wirehouse (high)
- “CRD Number: 1015970, Broker registration: September 4, 1990” — sec_finra_regulatory
- Team name — Source Private Wealth Group (high)
- “Source Private Wealth Group” — firm_official
- Team size — 3 (high)
- “Team members: Mitchell Stillman, Sonja Ryan, Amy Mohnsam” — firm_official
- CRD — 1015970 (high)
- “CRD Number: 1015970” — sec_finra_regulatory
- Years experience — 44 (high)
- “44 years of securities industry experience (since 1981)” — sec_finra_regulatory
- Designations — Series 7, Series 63, Series 65, other:Private Investment Management (PIM) Portfolio Manager (high)
- “Series 7, 63, and 65; Private Investment Management (PIM) Portfolio Manager certification” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 1400 (high)
- “Team Assets (Custodied): $1.4B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 3.5 (high)
- “Typical Net Worth of Relationships: $2-5M” — forbes_shook
- Client niche — high-net-worth individuals, corporate executives, families (high)
- “Target market: High-net-worth individuals ($2–5 million typical net worth), corporate executives, families. Core services: Tax-efficient portfolios, retirement planning, executive wealth management” — firm_official
- Custodians — not_applicable (high)
- “Broker registration: September 4, 1990; affiliated with Wells Fargo Advisors (wirehouse model)” — sec_finra_regulatory
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/source-private-wealth/ (high)
- “Team website: https://fa.wellsfargoadvisors.com/source-private-wealth/” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — Tax-efficient portfolio construction, Executive wealth management, Access to Wells Fargo lending services, 22-year Platinum Council continuous membership (medium)
- “Core services: Tax-efficient portfolios, retirement planning, executive wealth management, access to Wells Fargo lending services” — firm_official
- “Platinum Council Member: 22-year continuous membership (since 2004)” — sec_finra_regulatory
- Content marketing — none (high)
- “Source Private Wealth operates entirely under Wells Fargo Advisors branding with no independent brand identity. Stillman does not publish books, podcasts, articles, or whitepapers.” — firm_official
- Has podcast — no (high)
- “Stillman does not publish books, podcasts, articles, or whitepapers” — firm_official
- Books published — 0 (high)
- “Stillman does not publish books, podcasts, articles, or whitepapers” — social_or_third_party_db
- Linkedin url — https://www.linkedin.com/in/mitchell-stillman-a07a9b6/ (high)
- Social presence — linkedin_active (medium)
- “LinkedIn profile maintained with minimal recent activity” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors #31 Arizona (2026), Barron's Top 1,200 Financial Advisors (2022–2025), Barron's Top 1,500 Financial Advisors (2026), Wells Fargo Platinum Council Member (22-year continuous, since 2004) (high)
- “Forbes Best-in-State Wealth Advisors: #31 (Arizona, 2026); Barron's Top 1,200 Financial Advisors (2022–2025); Top 1,500 (2026); Platinum Council Member: 22-year continuous membership (since 2004)” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Source Private Wealth operates entirely under Wells Fargo Advisors branding with no independent brand identity or logo” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Wells Fargo corporate branding only; no distinct team visual identity (high)
- “Source Private Wealth operates entirely under Wells Fargo Advisors branding with no independent brand identity” — firm_official