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, individual-owned registered investment adviser that began SEC registration in 2022 and serves primarily individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser.

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

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 36

Active vs passive

$91.6M in ETFs

Passive

47%

$42.9M

Active

30%

$48.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
MILITIA LONG/SHORT EQUITY ETF (ORR)				$9.1M	251,732	9.98%

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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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