STAPP WEALTH MANAGEMENT, PLLC
SEC Form ADV profile.
Total regulatory AUM
$145,112,880
Discretionary
$144,316,134
Non-discretionary
$796,746
Firm details
- CRD number
- 116553
- SEC file number
- 801-123102
- Main office
- OLYMPIA, WA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.