Stolz & Associates, Ps is an SEC registered investment adviser organized as a corporation with a primary office location in Tacoma, WA. Its latest Form ADV filing, dated February 27, 2026, reports $282M in regulatory assets under management, 5 employees, and 568 accounts.
Assets Under Management
$282M
Employees
5
Offices
--
Total Clients
193
Primary office
TACOMA, WA
3102 RUSTON WAY, SUITE A, TACOMA, WA, United States
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
130
2
HNWI
32.6%
63
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$282Mas of February 27, 2026
Discretionary89.7%
$253M
90% of total RAUM89.7%
Non-discretionary10.3%
$29M
10% of total RAUM10.3%
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$282M
Total Accounts568
10Y AUM Change+$179M (+174.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee39:1
10Y Employee Change+1 (+25.0%)
* 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.