Thomas Matthew Stapp
Investment adviser representative at Stapp Wealth Management, Pllc
26 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
26 years in the industry.
- Stapp Wealth Management, PllcMay 2017 to now
- Baylor UniversityJun 2000 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7257758
- Firm CRD
- 116553