STAPP WEALTH MANAGEMENT, PLLC

1800 Cooper Point Road Sw
Bldg #10
Olympia, Washington 98502-1179
Tel: 360-754-8895

About STAPP WEALTH MANAGEMENT, PLLC

STAPP WEALTH MANAGEMENT, PLLC, formally registered with the SEC as STAPP WEALTH MANAGEMENT, PLLC. The firm was established in 02/10/2022. They have over 1 offices throughout the country.

STAPP WEALTH MANAGEMENT, PLLC is a Olympia, Washington based Financial Planning firm with nearly $109,283,145 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116553
SEC#	801-123102
Assets Managed by Firm	$109,283,145
No. of Clients	257
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	257	$109,283,145
Individuals (other than high net worth individuals)	232	$46,489,258
High net worth individuals	25	$62,793,887

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