STAPP WEALTH MANAGEMENT, PLLC

RIASEC RegisteredEst. 2022

Total AUM

$145M

Discretionary

$144M

99% of AUM

Avg account

$675K

Accounts

215

Employees

3

Advisory reps

3

Firm details

Headquarters: OLYMPIA, Washington
CRD number: 116553
Registered since: February 10, 2022
Website: www.stappfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI69.17%
Individuals30.83%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stapp Wealth Management, Pllc is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on fee-based wealth management for individuals, families and small business owners, primarily providing financial planning and portfolio management services. Its business model charges a percentage of assets under management and the adviser does not position itself as a capital allocator or a pension consultant. Stapp is not flagged as an active ESG investor and operates under a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Exchange Traded Equities7%

Contacts

3 of 3

Thomas Stapp
Financial PlannerCRD 7257758
Rebecca Stapp
ParaplannerCRD 6586854
GREGORY STAPP
PrincipalCRD 2198693

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 32

Active vs passive

$89.9M in ETFs

Passive

51%

$45.5M

Active

26%

$44.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
MILITIA LONG/SHORT EQUITY ETF (ORR)				$9M	247,585	10.04%

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Primary office

OLYMPIA, WA

THURSTON

Location

OLYMPIA, WA

Headquartered in OLYMPIA, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area: Seattle-Tacoma, WA
Region: West
County: THURSTON
Address: 1800 Cooper Point Rd SW
Time zone: PT (UTC-8)
Office locations

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