Stangier Wealth Management
Stangier Wealth Management is an SEC-registered mass-market adviser in Clackamas, OR with $300.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Stangier Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171336, SEC 801-111889, data through 2026-01-07.
- AUM (assets under management / regulatory AUM)
- $300.4M (2026-01-07)
- Firm type
- Mass-Market Adviser
- Location
- Clackamas, OR
- Employees
- 4
- Clients
- 496
- CRD
- 171336
- Ownership
- STANGIER, GRETCHEN; GRETCHEN STANGIER REVOCABLE TRUST; YOUNG, CAROL, LYNN
How much AUM does Stangier Wealth Management have?
Stangier Wealth Management reported $300.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-07).
Who owns Stangier Wealth Management?
Disclosed owners and executives of Stangier Wealth Management include STANGIER, GRETCHEN, GRETCHEN STANGIER REVOCABLE TRUST, YOUNG, CAROL, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.