STAPP WEALTH MANAGEMENT, PLLC

STAPP WEALTH MANAGEMENT, PLLC of OLYMPIA, WA is an SEC-registered investment adviser (CRD 116553). Regulatory assets under management: $145.1M.

Registration

• CRD: 116553
• SEC file number: 801-123102
• Type: Registered investment adviser
• Location: 1800 COOPER POINT ROAD SW, BLDG #10, OLYMPIA, WA, 98502-1179
• Phone: 360-754-8895
• Latest filing: 2026-06-04
• Regulatory AUM: $145.1M
• Discretionary AUM: $144.3M
• Non-discretionary AUM: $797K
• Clients: 3
• Accounts: 215

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116553 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search