Stangier Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Clackamas, OR. Its latest Form ADV filing, dated January 7, 2026, reports $300M in regulatory assets under management, 4 employees, and 1,512 accounts.
Assets Under Management
$300M
Employees
4
Offices
--
Total Clients
496
Primary office
CLACKAMAS, OR
12550 SE 93RD AVE, SUITE 340, CLACKAMAS, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
395
2
HNWI
20.4%
101
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of January 7, 2026
Discretionary100.0%
$300M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$300M
Total Accounts1,512
10Y AUM Change+$139M (+86.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee124:1
10Y Employee Change+1 (+33.3%)
* 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.