Stapp Wealth Management, Pllc
Stapp Wealth Management, Pllc (CRD# 116553) is a financial advisory firm headquartered in Olympia, WA. They manage $77,848,807 in 260 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts260ACCOUNTS
Average Account Value$299,418
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Stapp (CRD# 2198693) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has over 28 years of experience in the finance industry. Gregory Stapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebecca Stapp (CRD# 6586854) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has over 3 years of experience in the finance industry.