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STAPP WEALTH MANAGEMENT, PLLC

Tel: 360-754-8895
1800 Cooper Point Road Sw
Bldg #10
Olympia, Washington  98502-1179

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STAPP WEALTH MANAGEMENT, PLLC

STAPP WEALTH MANAGEMENT, PLLC is a Olympia, Washington based financial advisory firm with nearly $109,283,145 in assets under management and provides investment advisory services for 257 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

116553

SEC#:

801-123102

No. of Clients:

257

Assets under Management

$109,283,145

No. of Advisors:

3

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