Investment adviser · CRD 171336
STANGIER WEALTH MANAGEMENT
Investment adviser filing (IA)
GRETCHEN STANGIER, INC.
CLACKAMAS, OR, United States · Form ADV filed Jan 7, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 1,512 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 101 | $186,367,052 | 62.0% |
| Individuals | 395 | $113,055,254 | 37.6% |
| Retirement plans | Fewer than 5 | $1,011,500 | 0.3% |
Filing source
Form ADV 2037883 · Jan 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
12550 SE 93RD AVE, SUITE 340CLACKAMAS, OR, 97015, United States
CRD 171336
Filing source
Form ADV 2037883 · Jan 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.