SourcingSourcing

STAPP WEALTH MANAGEMENT, PLLC

B58
CRD 116553·SEC 801-123102·OLYMPIA, WA
AUM
$145.1M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$435K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STAPP WEALTH MANAGEMENT, PLLC
CRD
116553
SEC file #
801-123102
EIN
680668866
DBA names
—

Economics

AUM
$145.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$112.9M → $145.1M▲ +29%
Client mix
Individuals Other180
Individuals High Net Worth35

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
OLYMPIA WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
twitter.com/stappfinancial1(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STAPP, GREGORY, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
STAPP, GREGORY, THOMAS
Stapp, Thomas, Matthew
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001954085
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2022-11-14
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001954085-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
PO BOX 11567OLYMPIA, WA 98508
Business
1800 COOPER PT RD SWBLDG 10OLYMPIA, WA 98508
Edgar EIN
680668866
Edgar Recent Filings
13F-HR2026-04-21 · 0001954085-26-000002
13F-HR2026-01-21 · 0001954085-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2198693
Trust Company Affiliate
No

People (3)

3
STAPP, GREGORY, THOMAS
IAR · Direct Owner · 87.5%
2198693
Stapp, Thomas, Matthew
IAR · Direct Owner · 17.5%
7257758
Stapp, Rebecca, Ann
IAR · Executive Officer · 2.5%
6586854