$282.2M Total AUM
$253.2M Disc. AUM
-- 3Y CAGR
5 Employees
193 ADV. Clients
25 yrs Firm Age
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2000
- Office Locations
- 1
Office Locations
3102 Ruston WAY Suite A Tacoma WA
About Stolz & Associates, PS
Stolz & Associates, PS is a Tacoma, WA wealth management and financial planning firm serving individuals and high-net-worth families, with depth in retirement and post-divorce planning plus tax and cash-flow strategy. Portfolios follow a research-driven, low-cost, tax-efficient approach tailored to client needs, with custody including Charles Schwab.
Team overview
30 AVG AGE
$94.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
ANDREW CHRISTOPHER STOLZ
Chief Investment Officer, President
- CRD
- #5721796
- Ownership
- 50% but less than 75%
Available
Available
Available
MICHELLE TERESA ROBINSON
Certified Financial Planner, Chief Compliance Officer, VICE PRESIDENT
- CRD
- #5250539
- Ownership
- 25% but less than 50%
Available
Available
Available
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DEREK CHRISTOPHER DZINGLE
--
- CRD
- #7554603
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,170,912 | $510,425 |
| Non-Discretionary | $29,024,737 | $403,121 |
| Total | $282,195,649 | $496,823 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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