Stapp Wealth Management, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$145,112,880
Total clients
215
16% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
72
Average account size
$674,944
About
Stapp Wealth Management serves individual and high‑net‑worth clients and retirement accounts, generally requiring a $500,000 minimum (subject to negotiation) and managing roughly $145 million across about 215 client relationships. The firm offers portfolio management, modular financial planning, and in‑house tax preparation and planning, and provides client access to Advyzon and RightCapital portals for reporting and retirement analysis.
Investment decisions are driven by a top‑down macroeconomic “regime” framework combined with fundamental research and occasional technical/charting inputs to identify entry and exit points. Portfolios are implemented primarily with no‑load mutual funds and ETFs but employ an All‑Weather/Portable Alpha approach that can include alternative exposures (managed futures, commodities, catastrophe bonds) and underlying funds that use derivatives or leverage.
Compared with peers, the firm’s direct provision of CPA‑level tax return preparation and tax planning for clients above its asset threshold is an atypical service offering for a firm of this size. Its combination of a macroeconomic portable‑alpha implementation, use of less common alternative instruments, and integrated reporting and planning tools distinguishes its investment and service model from more conventional ETF‑focused advisers.
Client services
Expertise
Fee options
$1 - $100,000: 1% $100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.20%
Negotiable hourly fee for financial planning services for US Military referrals
Account minimum: $500,000
Main office location
Stapp Wealth Management, PLLC
1800 Cooper Point Road Sw, Bldg #10
Olympia WA 98502-1179, United States
Number of offices
1
Most active in
Arizona · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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