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Gregory Thomas Stapp

STAPP WEALTH MANAGEMENT, PLLC·OLYMPIA, Washington
Series 63, Series 65Clean record27 years registeredSTAPP 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

STAPP WEALTH MANAGEMENT, PLLC
Dec 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · December 29, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STAPP WEALTH MANAGEMENT, PLLC
CRD 116553 · SEC 801-123102
AUM
$109M
Regulatory assets under management
Employees
3
257 client accounts
Services offered by STAPP WEALTH MANAGEMENT, PLLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STAPP WEALTH MANAGEMENT, PLLC →
Introduction

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05

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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