Stapp Wealth Management, Pllc
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Overview
Stapp Wealth Management, Pllc operates as an advisory firm headquartered in Olympia, Washington. It manages $105.1 million in assets over 248 accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The firm has a small group, including 3 financial advisors. Stapp Wealth Management, Pllc does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, bonds and equities.
Stapp Wealth Management, Pllc oversees all of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring client authorization. Stapp Wealth Management, Pllc supervises an average of $423,652 in assets for every account. The typical advisor at Stapp Wealth Management, Pllc oversees around 83 client accounts.
The company's main office is at 1800 Cooper Point Road Sw, Olympia, Washington 98502-1179. The company is registered to provide services to customers throughout a few states, including California, Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stapp Wealth Management, Pllc by the Numbers
$105.1 million
3
248
$423.7 thousand
Products and Services
Services that Stapp Wealth Management, Pllc offers can include financial planning services and portfolio management for individuals and small businesses. In the prior fiscal year, the firm provided 26-50 of its accounts with financial planning services. The firm is not engaged in selling products or offering services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on the type of services provided. Fees charged by the company typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors and high net worth investors. Out of its 248 clients, Stapp Wealth Management, Pllc's largest client type is retail investors, but it also caters to 30 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 12.1%
- Other Individuals - 87.9%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stapp Wealth Management, Pllc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Stapp Wealth Management, Pllc
Olympia, WA
Olympia, WA
Olympia, WA
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