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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| Stapp, Rebecca, Ann | I | CCO | NA | |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| STAPP, GREGORY, THOMAS | I | MEMBER | E | Control |
| Stapp, Thomas, Matthew | I | MEMBER | B | |
| Stapp, Thomas, Matthew | I | MEMBER | B | |
| Stapp, Thomas, Matthew | I | MEMBER | B | |
| Stapp, Thomas, Matthew | I | MEMBER | B | |
| Stapp, Thomas, Matthew | I | MEMBER | B |
Registrations
Federal
IA
Apr 8, 2025 REGISTERED
Notice Filings (5)
AR AZ CA OR WA
Address
1800 COOPER POINT ROAD SWBLDG #10
OLYMPIA, WA 98502-1179
United States
Phone: 360-754-8895