Overview
Assets Under Management: $145 million
Headquarters: OLYMPIA, WA
High-Net-Worth Clients: 35
Average Client Assets: $2.9 million
Frequently Asked Questions
STAPP WEALTH MANAGEMENT, PLLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116553), STAPP WEALTH MANAGEMENT, PLLC is subject to fiduciary duty under federal law.
STAPP WEALTH MANAGEMENT, PLLC is headquartered in OLYMPIA, WA.
STAPP WEALTH MANAGEMENT, PLLC serves 35 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, STAPP WEALTH MANAGEMENT, PLLC offers financial planning and portfolio management for individuals. View all service details ↓
STAPP WEALTH MANAGEMENT, PLLC manages $145 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, STAPP WEALTH MANAGEMENT, PLLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.17%
Average Client Assets: $2.9 million
Total Client Accounts: 215
Discretionary Accounts: 214
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 116553
Filing ID: 2046755
Last Filing Date: 2026-03-17 12:43:18