Stapp Wealth Management, PLLC
● SEC registered since 2022CRD 116553SEC# 801-123102Olympia, WA
Reg. AUM
$145.1M
Employees
3
Accounts
215
Location
Olympia, WA
Stapp Wealth Management, PLLC assets under management
Stapp Wealth Management, PLLC is an investment advisory firm registered with the SEC based in Olympia, WA. The firm has been registered since 2022. It reports $145.1 million in regulatory assets under management and employs 3 people.
Stapp Wealth Management, PLLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Thomas Stapp Control | Member | Over 75% | 1996 |
| Rebecca Ann Stapp | Cco | Under 5% | 2021 |
| Thomas Matthew Stapp | Member | 10-25% | 2022 |
Frequently asked questions
How much does Stapp Wealth Management, PLLC manage?
Stapp Wealth Management, PLLC reports $145.1 million in regulatory assets under management on its Form ADV.
How many employees does Stapp Wealth Management, PLLC have?
Stapp Wealth Management, PLLC reports 3 employees.
Where is Stapp Wealth Management, PLLC located?
Stapp Wealth Management, PLLC is based in Olympia, WA and has been SEC-registered since 2022.
Does Stapp Wealth Management, PLLC disclose fund performance?
Stapp Wealth Management, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 Cooper Point Road SW, Bldg #10, Olympia, WA 98502-1179 |
| Phone | 360-754-8895 |
| Fax | 360-754-8896 |
| Office hours | 8:00-5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1954085 |
| Discloses disciplinary history | No |
Regulatory AUM
$145.1M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$145.1Mregulatory AUM
Discretionary $144.3MNon-discretionary $797K