Stolz & Associates, Ps
Stolz & Associates, Ps is an SEC-registered wealth manager in Tacoma, WA with $282.2M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Stolz & Associates, Ps: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117216, SEC 801-117720, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $282.2M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Tacoma, WA
- Employees
- 5
- Clients
- 193
- CRD
- 117216
- Ownership
- STOLZ, DAVID, ARTHUR; ROBINSON, MICHELLE, TERESA; STOLZ, ANDREW, CHRISTOPHER
How much AUM does Stolz & Associates, Ps have?
Stolz & Associates, Ps reported $282.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Stolz & Associates, Ps?
Disclosed owners and executives of Stolz & Associates, Ps include STOLZ, DAVID, ARTHUR, ROBINSON, MICHELLE, TERESA, STOLZ, ANDREW, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.