{
  "crd_number": 171336,
  "slug": "stangier-wealth-management-clackamas-or-171336",
  "primary_business_name": "STANGIER WEALTH MANAGEMENT",
  "legal_name": "GRETCHEN STANGIER, INC.",
  "dbas": [],
  "city": "Clackamas",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-19",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-07",
  "carried_forward": false,
  "raum_total": 300433806.0,
  "raum_discretionary": 300433806.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 113055254.0,
      "count": 395
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 1011500.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 186367052.0,
      "count": 101
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "ID",
    "LA",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/stangierwealthmanagement",
    "https://instagram.com/stangierwealth",
    "https://linkedin.com/in/gretchenstangier",
    "https://stangierwealthmanagement.com",
    "https://twitter.com/stangierwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171336",
  "city_as_filed": "CLACKAMAS",
  "url": "https://advisorcensus.com/firm/stangier-wealth-management-clackamas-or-171336",
  "display_name": "Stangier Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Stangier Wealth Management (CRD 171336): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Stangier Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stangier Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Stangier Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Stangier Wealth Management located?",
      "a": "Stangier Wealth Management's principal office is in Clackamas, OR, according to its Form ADV."
    },
    {
      "q": "Is Stangier Wealth Management registered with the SEC or a state?",
      "a": "Stangier Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 171336."
    },
    {
      "q": "How much does Stangier Wealth Management manage?",
      "a": "Stangier Wealth Management reports $300,433,806 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stangier Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Stangier Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (395); high net worth individuals (101)."
    },
    {
      "q": "Which custodians does Stangier Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Stangier Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Stangier Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Stangier Wealth Management's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $257,860,000 to $300,433,806 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 185339268.0,
      "total_employees": 3,
      "filing_date": "2021-02-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 217000000.0,
      "total_employees": 4,
      "filing_date": "2022-02-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 210197274.0,
      "total_employees": 4,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 234565000.0,
      "total_employees": 3,
      "filing_date": "2024-02-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 257860000.0,
      "total_employees": 4,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 300433806.0,
      "total_employees": 4,
      "filing_date": "2026-01-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $257,860,000 to $300,433,806 (+17%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AL, CA, GA, SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $499,999",
        "rate": "0.99%"
      },
      {
        "band": "$500,000 to $1,000,000",
        "rate": "0.99%"
      },
      {
        "band": "$1,000,001 to $4,000,000",
        "rate": "0.99%"
      },
      {
        "band": "Above $4,000,001",
        "rate": "0.35%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Stangier Wealth Management has an account minimum of $50,000. We may take smaller account at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 499999.0,
          "rate_pct": 0.99
        },
        {
          "min": 500000.0,
          "max": 1000000.0,
          "rate_pct": 0.99
        },
        {
          "min": 1000001.0,
          "max": 4000000.0,
          "rate_pct": 0.99
        },
        {
          "min": 4000001.0,
          "max": null,
          "rate_pct": 0.35
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "Stangier Wealth Management has an account minimum of $50,000. We may take smaller account at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/stangier-wealth-management-clackamas-or-171336.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 395,
      "fewer_than_5": false,
      "raum": 113055254.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 186367052.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1011500.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171336",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}