CRD: 171336
Stangier Wealth Management
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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-25-2014
- Office Locations
- 1
Office Locations
About Stangier Wealth Management
Stangier Wealth Management is an Oregon-based investment adviser focused on families, pairing practical financial education with holistic planning. The team delivers financial and tax planning, insurance and estate planning support, and ongoing portfolio management built around asset allocation using public funds such as ETFs, mutual funds, and index funds. Custody is via Axos. Led by CFP founder Gretchen Stangier.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GRETCHEN STANGIER
CFP, Founder, President
- CRD
- #3022236
- Ownership
- Less than 5%
CAROL LYNN YOUNG
Chief Compliance Officer
- CRD
- #5993862
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,433,806 | $198,700 |
| Non-Discretionary | $0 | -- |
| Total | $300,433,806 | $198,700 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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