| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Thomas Stapp Control | Member | Over 75% | 1996 |
| Rebecca Ann Stapp | Cco | Under 5% | 2021 |
| Thomas Matthew Stapp | Member | 10-25% | 2022 |
Stapp Wealth Management, PLLC reports $123.1 million in regulatory assets under management on its Form ADV.
Stapp Wealth Management, PLLC reports 3 employees.
Stapp Wealth Management, PLLC is based in Olympia, WA and has been SEC-registered since 2022.
Stapp Wealth Management, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1800 Cooper Point Road SW, Bldg #10, Olympia, WA 98502-1179 |
| Phone | 360-754-8895 |
| Fax | 360-754-8896 |
| Office hours | 8:00-5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1954085 |
| Discloses disciplinary history | No |
| Discretionary | $122.5M |
| Non-discretionary | $688K |
| Total (RAUM) | $123.1M |