Stapp Wealth Management, Pllc

RIASEC Registered

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, individual-owned RIA operating as an LLC. The firm is registered with the SEC (registered in 2022) and focuses on serving individual and family clients through fee-based relationships charged as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not present itself as a capital allocator to third-party private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Rebecca Stapp
ParaplannerCRD 6586854
Gregory Stapp
PrincipalCRD 2198693
Thomas Stapp
Financial PlannerCRD 7257758

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 33

Active vs passive

$91.3M in ETFs

Passive

46%

$41.9M

Active

31%

$49.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
MILITIA LONG/SHORT EQUITY ETF (ORR)				$9.6M	252,882	10.46%

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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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