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Gregory Thomas Stapp

STAPP WEALTH MANAGEMENT, PLLC·OLYMPIA, Washington
Clean recordSTAPP WEALTH MANAGEMENT, PLLC
1800 COOPER POINT ROAD SW, OLYMPIA, WA 98502-1179CRD# 2198693Firm CRD# 116553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Thomas Stapp · OLYMPIA, WA
Registration
CRD #2198693 · STAPP WEALTH MANAGEMENT, PLLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Thomas Stapp is a registered financial advisor based in OLYMPIA, Washington, affiliated with STAPP WEALTH MANAGEMENT, PLLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STAPP WEALTH MANAGEMENT, PLLC
STAPP WEALTH MANAGEMENT, PLLC
AUM
$109M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STAPP WEALTH MANAGEMENT, PLLC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2198693
Firm CRD# 116553
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Thomas Stapp offer?
Gregory Thomas Stapp specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in OLYMPIA, Washington for a consultation.
What are Gregory Thomas Stapp's credentials?
Gregory Thomas Stapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Thomas Stapp located?
Gregory Thomas Stapp is based in OLYMPIA, Washington, working with STAPP WEALTH MANAGEMENT, PLLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does Gregory Thomas Stapp charge for services?
Gregory Thomas Stapp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAPP WEALTH MANAGEMENT, PLLC?
STAPP WEALTH MANAGEMENT, PLLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STAPP WEALTH MANAGEMENT, PLLC

Rebecca Ann Stapp
OLYMPIA, WA
Thomas Matthew Stapp
OLYMPIA, WA

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