GRETCHEN STANGIER, INC.
Legal name: STANGIER WEALTH MANAGEMENT
CRD #171336 SEC #801-111889 CLACKAMAS, OR 503-257-0057
SEC Registered
Total AUM
$257.9M
Discretionary
$257.9M
Employees
4
Clients
0
Accounts
1,476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $257.9M | $257.9M | $0 | 4 | 0 |
| Jan 2025 | $257.9M | $257.9M | $0 | 4 | 0 |
| Oct 2024 | $234.6M | $234.6M | $0 | 3 | 0 |
| Feb 2024 | $234.6M | $234.6M | $0 | 3 | 0 |
| Nov 2023 | $210.2M | $210.2M | $0 | 4 | 0 |
| Nov 2023 | $210.2M | $210.2M | $0 | 4 | 0 |
| Jul 2023 | $210.2M | $210.2M | $0 | 4 | 0 |
| Jun 2023 | $210.2M | $210.2M | $0 | 4 | 0 |
| May 2023 | $210.2M | $210.2M | $0 | 4 | 0 |
| Feb 2023 | $210.2M | $210.2M | $0 | 4 | 0 |
| Jan 2023 | $217M | $217M | $0 | 4 | 0 |
| Dec 2022 | $217M | $217M | $0 | 4 | 0 |
| Feb 2022 | $217M | $217M | $0 | 4 | 0 |
| Feb 2021 | $185.3M | $185.3M | $0 | 3 | 0 |
| Feb 2021 | $185.3M | $185.3M | $0 | 3 | 0 |
| Feb 2021 | $185.3M | $185.3M | $0 | 3 | 0 |
| Feb 2021 | $185.3M | $185.3M | $0 | 3 | 0 |
| Jan 2021 | $176.9M | $176.9M | $0 | 2 | 0 |
| Jun 2020 | $176.9M | $176.9M | $0 | 2 | 0 |
| Mar 2020 | $176.9M | $176.9M | $0 | 2 | 0 |
| Mar 2019 | $160.5M | $160.5M | $0 | 3 | 1 |
| Sep 2018 | $171.9M | $171.9M | $0 | 3 | 1 |
| Mar 2018 | $175.2M | $175.2M | $0 | 3 | 1 |
| Sep 2017 | $161M | $161M | $0 | 3 | 600 |
| Sep 2017 | $161M | $161M | $0 | 3 | 300 |
DateJul 2025
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$234.6M
Discretionary$234.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$234.6M
Discretionary$234.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees3
Clients1
DateSep 2018
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees3
Clients1
DateMar 2018
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees3
Clients1
DateSep 2017
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees3
Clients600
DateSep 2017
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees3
Clients300