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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-29-1998
- Office Locations
- 1
Office Locations
About Stapp Wealth Management, Pllc
Stapp Wealth Management, PLLC is an SEC-registered RIA in Olympia, WA providing personalized investment management, financial planning, tax strategies, and retirement planning for individuals and families navigating life transitions (including retirement and business sales). The team brings deep tax expertise (Gregory T. Stapp, CPA/PFS, CFP) and a research-led investment process (Thomas Stapp, CFP), with client assets custodied at Schwab and a $250k minimum to engage.
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Owner & Executives
GREGORY THOMAS STAPP
Principal
- CRD
- #2198693
- Ownership
- 75% or more
Thomas Matthew Stapp
Financial Planner
- CRD
- #7257758
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,316,134 | $674,374 |
| Non-Discretionary | $796,746 | $796,746 |
| Total | $145,112,880 | $674,944 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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