AdvisorCensus / Financial advisors / Oregon / Portland / Stangier Wealth Management
Stangier Wealth Management
Filed as STANGIER WEALTH MANAGEMENT · Legal name Gretchen Stangier, Inc.
Stangier Wealth Management is an SEC-registered investment advisory firm in Clackamas, OR, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.
Quick answers
From the filingHow is Stangier Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Stangier Wealth Management reports these compensation arrangements: a percentage of assets under its management.
How much does Stangier Wealth Management charge?
Its Form ADV Part 2A brochure dated January 7, 2026 states: Up to $499,999: 0.99% a year; $500,000 to $1,000,000: 0.99% a year; $1,000,001 to $4,000,000: 0.99% a year; Above $4,000,001: 0.35% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Stangier Wealth Management located?
Stangier Wealth Management's principal office is in Clackamas, OR, according to its Form ADV.
Is Stangier Wealth Management registered with the SEC or a state?
Stangier Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 171336.
How much does Stangier Wealth Management manage?
Stangier Wealth Management reports $300,433,806 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).
How have Stangier Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Stangier Wealth Management: Regulatory assets under management: $185,339,268 in the October 2021 data and $300,433,806 in the October 2026 data, up 62%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Stangier Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (395); high net worth individuals (101).
Which custodians does Stangier Wealth Management use?
Stangier Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Stangier Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171336
Does Stangier Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated January 7, 2026 says: "Stangier Wealth Management has an account minimum of $50,000. We may take smaller account at our discretion."
What changed in Stangier Wealth Management's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $257,860,000 to $300,433,806 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $499,999 | 0.99% |
| $500,000 to $1,000,000 | 0.99% |
| $1,000,001 to $4,000,000 | 0.99% |
| Above $4,000,001 | 0.35% |
The brochure's wording
Assets under Management Annual Fee (%) Less than $500,000 0.99% $500,000 to $1,000,000 0.99% $1,000,001 to $4,000,000 0.99% $4,000,001 and above 0.35%
In certain circumstances, fees may be negotiable.
Account minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Stangier Wealth Management has an account minimum of $50,000. We may take smaller account at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated January 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$300,433,806 as of October 2026, filing dated January 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Gretchen Stangier, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $300,433,806 | 4 | January 7, 2026 |
| October 2025 | $257,860,000 | 4 | July 1, 2025 |
| October 2024 | $234,565,000 | 3 | February 2, 2024 |
| October 2023 | $210,197,274 | 4 | July 24, 2023 |
| October 2022 | $217,000,000 | 4 | February 15, 2022 |
| October 2021 | $185,339,268 | 3 | February 24, 2021 |
Regulatory assets under management: $185,339,268 in the October 2021 data and $300,433,806 in the October 2026 data, up 62%.
Total employees: 3 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $257,860,000 to $300,433,806 (+17%).
- January 2026
- No longer registered or notice-filed in AL, CA, GA, SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Stangier Wealth Management (CRD 171336): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/stangier-wealth-management-clackamas-or-171336