STAPP WEALTH MANAGEMENT, PLLC
Adviser information for STAPP WEALTH MANAGEMENT, PLLC last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 257 | $109.3M |
| Non-Discretionary | 0 | $0 |
| Total | 257 | $109.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 232 | $46.5M |
| HNW Individuals | 25 | $62.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
1800 COOPER POINT ROAD SWBLDG #10
OLYMPIA
WA
United States
Monday - Friday, 8:00-5:00
Tel: 360-754-8895, Fax: 360-754-8896
Chief Compliance Officer
REBECCA STAPP
1800 COOPER POINT ROAD SW STE 10
BLDG #10
OLYMPIA
WA
United States
Tel:
360-754-8895
Fax:
360-754-8896
B*****@*****************M
(Full email address available in API data)
Regulatory Contact
GREGORY STAPP
1800 COOPER POINT RD SW, BLDG 10
BLDG #10
OLYMPIA
WA
United States
Tel:
360-754-8895
Fax:
360-754-8896
G*****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Stapp, Rebecca, Ann | Individual | – | CCO | 08/2021 | < 5% |
| STAPP, GREGORY, THOMAS | Individual | – | MEMBER | 12/1996 | > 75% |
| Stapp, Thomas, Matthew | Individual | – | MEMBER | 12/2022 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | 243K | 4K | – |
| ALAMOS GOLD INC NEW | COM CL A | 270K | 17K | – |
| COSTCO WHSL CORP NEW | COM | 216K | 254 | – |
| ETFS GOLD TR | PHYSCL GOLD SHS | 5M | 233K | – |
| I-80 GOLD CORP | COM | 99K | 92K | – |
| ISHARES SILVER TR | ISHARES | 511K | 19K | – |
| ISHARES TR | 1 3 YR TREAS BD | 349K | 4K | – |
| MICROSOFT CORP | COM | 302K | 676 | – |
| NEW GOLD INC CDA | COM | 37K | 19K | – |
| OCCIDENTAL PETE CORP | COM | 1M | 21K | – |
| PACER FDS TR | US CASH COWS 100 | 3M | 51K | – |
| SIMPLIFY EXCHANGE TRADED FUN | INTMD TERM TRSRY | 3M | 245K | – |
| SPDR SER TR | AEROSPACE DEF | 808K | 6K | – |
| SPDR SER TR | BLOOMBERG 3-12 M | 376K | 4K | – |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 7M | 167K | – |
| TIDAL TR II | BLUEPRINT CHESAP | 5M | 185K | – |
| VANGUARD WORLD FD | COMM SRVC ETF | 3M | 19K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 2M | 10K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 3M | 27K | – |
| VANGUARD WORLD FD | UTILITIES ETF | 2M | 14K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 16M | 319K | – |
| WORLD GOLD TR | SPDR GLD MINIS | 5M | 111K | – |