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Building 2STAPP WEALTH MANAGEMENT, PLLC

Map pinOLYMPIA, WA
Phone360-754-8895
NotebookSEC #801-123102
Total AUM
$145.1M
Employees
3
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 COOPER POINT ROAD SW
BLDG #10
OLYMPIA
WA 98502-1179
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
360-754-8895

ReceiptFinancials

Total AUM
$145.1M
Accounts
215
Discretionary
$144.3M
Accounts
214
Non-Discretionary
$796.7K
Accounts
1

ContactClients

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Individual Clients
180
AUM
$44.7M
HNW Individual Clients
35
AUM
$100.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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