Gregory Thomas Stapp
Investment adviser representative at Stapp Wealth Management, Pllc
28 yearsExperience
3 statesRegistered in
PFS, CFP® certificationDesignations
$145.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Stapp Wealth Management, PllcNov 1998 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (AZ, OR, WA).
Stapp Wealth Management, Pllc
$145.1MAssets managed
215Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2198693
- Firm CRD
- 116553