# Stapp Wealth Management, PLLC

> Stapp Wealth Management, PLLC is an SEC-registered investment advisory firm in Olympia, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 116553
- Filed as: STAPP WEALTH MANAGEMENT, PLLC
- Also doing business as: STAPP FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Olympia, WA
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116553
- AdvisorCensus page: https://advisorcensus.com/firm/stapp-wealth-management-pllc-olympia-wa-116553

## Quick answers

**How is Stapp Wealth Management, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stapp Wealth Management, PLLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Stapp Wealth Management, PLLC located?**
Stapp Wealth Management, PLLC's principal office is in Olympia, WA, according to its Form ADV.

**Is Stapp Wealth Management, PLLC registered with the SEC or a state?**
Stapp Wealth Management, PLLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 116553.

**How much does Stapp Wealth Management, PLLC manage?**
Stapp Wealth Management, PLLC reports $145,112,880 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (99% discretionary).

**How have Stapp Wealth Management, PLLC's assets and staff changed since 2022?**
In the Form ADV data for Stapp Wealth Management, PLLC: Regulatory assets under management: $120,460,735 in the October 2022 data and $145,112,880 in the October 2026 data, up 20%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stapp Wealth Management, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (35).

**Which custodians does Stapp Wealth Management, PLLC use?**
Stapp Wealth Management, PLLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stapp Wealth Management, PLLC 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/116553

**Does Stapp Wealth Management, PLLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "Generally, you must maintain a minimum account of combined assets of $500,000, subject to negotiation or waiver by our firm."

**What changed in Stapp Wealth Management, PLLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $123,147,865 to $145,112,880 (+18%).

## 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 March 17, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Generally, you must maintain a minimum account of combined assets of $500,000, subject to negotiation or waiver by our firm.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $145,112,880
- Discretionary: $144,316,134
- Non-discretionary: $796,746

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $44,741,723 |
| High net worth individuals | 35 | $100,371,157 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- instragram.com/stappwealth
- stappfinancial.com
- Facebook @StappFinancial
- LinkedIn @stapp-financial
- X @stappfinancial1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $120,460,735 | 3 | March 7, 2022 |
| October 2023 | $104,711,061 | 3 | September 25, 2023 |
| October 2024 | $109,283,145 | 3 | March 5, 2024 |
| October 2025 | $123,147,865 | 3 | April 8, 2025 |
| October 2026 | $145,112,880 | 3 | June 4, 2026 |

Regulatory assets under management: $120,460,735 in the October 2022 data and $145,112,880 in the October 2026 data, up 20%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $123,147,865 to $145,112,880 (+18%).

### January 2026
- No longer registered or notice-filed in AR, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stapp Wealth Management, PLLC (CRD 116553): Form ADV filing data as of October 2026.