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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 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 |
|---|---|---|---|---|
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| STANGIER, GRETCHEN | I | PRESIDENT | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, CAROL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | TRUST OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| GRETCHEN STANGIER REVOCABLE TRUST | DE | OWNER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STANGIER, GRETCHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| STANGIER, GRETCHEN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
| YOUNG, CAROL, LYNN | I | GRETCHEN STANGIER REVOCABLE TRUST | F | Control |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (11)
AL AZ CA GA ID LA NV OR SC TX WA
Address
12550 SE 93RD AVESUITE 340
CLACKAMAS, OR 97015
United States
Phone: 503-257-0057