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STAPP WEALTH MANAGEMENT, PLLC
CRD 116553 · SEC 801-123102
1800 COOPER POINT ROAD SW, BLDG #10, OLYMPIA, WA, 98502-1179, United States
Phone
360-754-8895
Fax
360-754-8896
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.1M
Discretionary AUM
$144.3M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $44.7M |
| High net worth individuals | 35 | $100.4M |
States served
AZ, OR, WA
All web addresses on file
Official SEC filing: View on IAPD