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STAPP WEALTH MANAGEMENT, PLLC
STAPP WEALTH MANAGEMENT, PLLC
OLYMPIA, Washington
·
3 registered advisors
·
CRD# 116553
SEC# 801-123102
0
360-754-8895
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at STAPP WEALTH MANAGEMENT, PLLC
3 registered advisors
Gregory Thomas Stapp
OLYMPIA, Washington
CRD# 2198693
Rebecca Ann Stapp
OLYMPIA, Washington
CRD# 6586854
Thomas Matthew Stapp
OLYMPIA, Washington
CRD# 7257758
05
Office Locations
OLYMPIA, Washington
3 advisors
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Data sourced from SEC Form ADV filings. STAPP WEALTH MANAGEMENT, PLLC (CRD# 116553) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.