# Stangier Wealth Management

> 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.

- CRD: 171336
- Filed as: STANGIER WEALTH MANAGEMENT
- Legal name: Gretchen Stangier, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clackamas, OR
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171336
- AdvisorCensus page: https://advisorcensus.com/firm/stangier-wealth-management-clackamas-or-171336

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 7, 2026)

- 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

> 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)

> Stangier Wealth Management has an account minimum of $50,000. We may take smaller account at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $300,433,806
- Discretionary: $300,433,806
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 395 | $113,055,254 |
| High net worth individuals | 101 | $186,367,052 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,011,500 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### 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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, ID, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stangierwealthmanagement.com](https://stangierwealthmanagement.com)
- Facebook @stangierwealthmanagement
- Instagram @stangierwealth
- LinkedIn @gretchenstangier
- X @stangierwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $185,339,268 | 3 | February 24, 2021 |
| October 2022 | $217,000,000 | 4 | February 15, 2022 |
| October 2023 | $210,197,274 | 4 | July 24, 2023 |
| October 2024 | $234,565,000 | 3 | February 2, 2024 |
| October 2025 | $257,860,000 | 4 | July 1, 2025 |
| October 2026 | $300,433,806 | 4 | January 7, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stangier Wealth Management (CRD 171336): Form ADV filing data as of October 2026.