Stapp Wealth Management, PLLC
Stapp Wealth Management, PLLC is an SEC-registered mass-market adviser in Olympia, WA with $145.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Stapp Wealth Management, PLLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116553, SEC 801-123102, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $145.1M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Location
- Olympia, WA
- Employees
- 3
- Clients
- 215
- CRD
- 116553
- Ownership
- Stapp, Rebecca, Ann; STAPP, GREGORY, THOMAS; Stapp, Thomas, Matthew
How much AUM does Stapp Wealth Management, PLLC have?
Stapp Wealth Management, PLLC reported $145.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Stapp Wealth Management, PLLC?
Disclosed owners and executives of Stapp Wealth Management, PLLC include Stapp, Rebecca, Ann, STAPP, GREGORY, THOMAS, Stapp, Thomas, Matthew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.