Stapp Wealth Management, Pllc

Stapp Wealth Management, Pllc (CRD# 116553) is a financial advisory firm headquartered in Olympia, WA. They manage $109,283,145 in 257 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $425,226
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Stapp Wealth Management, Pllc
Showing 1 - 3 of 3 top financial advisors.
1
Gregory T. Stapp
CRD#: 2198693
1800cooper Point Road Sw, Bldg #10, Olympia, WA 98502

Gregory Stapp (CRD# 2198693) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has over 32 years of experience in the finance industry.

2
Rebecca A. Stapp
CRD#: 6586854
1800 Cooper Point Road Sw, Bldg #10, Olympia, WA 98502

Rebecca Stapp (CRD# 6586854) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has over 7 years of experience in the finance industry.

3
Thomas M. Stapp
CRD#: 7257758
1800 Cooper Point Road Sw, Bldg #10, Olympia, WA 98502

Thomas Stapp (CRD# 7257758) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has 1 year of experience in the finance industry.

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