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| Stapp Wealth Management PLLC
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| |
|---|---|
| CRD # | 116553 |
| SEC # | 801-123102 |
| CIK # | 0001954085 |
| AUM | $109.3 MM (2024-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 360-754-8895 |
| Address | 1800 Cooper Point Road SW Olympia, WA 98502-1179 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SGOL | 5.2 | ||
| GLDM | 5.1 | ||
| OXY | 57,834.1 | 1.3 | |
| SLV | 0.5 | ||
| MSFT | 1,918,222.4 | 0.3 | |
| AGI | 2,729.3 | 0.3 | |
| AEM | 22,129.1 | 0.2 | |
| COST | 207,576.9 | 0.2 | |
| IAUX | 458.9 | 0.1 | |
| NGD | 798.1 | 0.0 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 46.5 |
| (b) Individuals (high net worth individuals) | 25 | 62.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 109.3 |
| By Discretionary | ||
| Discretionary | 257 | 109.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 257 | 109.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.3 | |
| Total | 257 | 109.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001954085] |
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|---|---|---|
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MA | 0.1 |
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Cypress Advisory Group LLC
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AZ | 0.1 |
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MA | 0.1 |
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Johnson & Shute Investment Advisors Inc
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WA | 0.1 |
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Titletown Wealth Management LLC
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WI | 0.1 |