Stapp Wealth Management, Pllc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Olympia, WA. Its latest Form ADV filing, dated March 17, 2026, reports $145M in regulatory assets under management, 3 employees, and 215 accounts.
Assets Under Management
$145M
Employees
3
Offices
--
Total Clients
215
Primary office
OLYMPIA, WA
1800 COOPER POINT ROAD SW, BLDG #10, OLYMPIA, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
180
2
HNWI
16.3%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 17, 2026
Discretionary99.5%
$144M
99% of total RAUM99.5%
Non-discretionary0.5%
$797K
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts215
10Y AUM Change+$32M (+28.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee72:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.