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).
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Total Assets Under Management109MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$425,226
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, WA
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.
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.
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.