STAPP WEALTH MANAGEMENT, PLLC
CRD #116553 SEC #801-123102 OLYMPIA, WA 360-754-8895
SEC Registered
Total AUM
$123.1M
Discretionary
$122.5M
Employees
3
Clients
26
Accounts
231
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $123.1M | $122.5M | $688.4K | 3 | 0 |
| Mar 2025 | $123.1M | $122.5M | $688.4K | 3 | 0 |
| Mar 2024 | $109.3M | $109.3M | $0 | 3 | 0 |
| Sep 2023 | $104.7M | $104.7M | $0 | 3 | 0 |
| Mar 2023 | $105.1M | $105.1M | $0 | 3 | 0 |
| Mar 2022 | $120.5M | $120.5M | $0 | 3 | 0 |
| Feb 2022 | $112.9M | $112.9M | $0 | 3 | 0 |
| Jan 2022 | $112.9M | $112.9M | $0 | 3 | 0 |
| Dec 2021 | $112.9M | $112.9M | $0 | 3 | 0 |
DateApr 2025
Total AUM$123.1M
Discretionary$122.5M
Non-Disc.$688.4K
Employees3
Clients0
DateMar 2025
Total AUM$123.1M
Discretionary$122.5M
Non-Disc.$688.4K
Employees3
Clients0
DateMar 2024
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees3
Clients0