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STANGIER WEALTH MANAGEMENT
Legal name: GRETCHEN STANGIER, INC.
CRD 171336File 801-111889
APPROVED
Retail clients
Filing as of Jan 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$300.4M
Below cohort median (national)
Discretionary AUM
$300.4M
Clients
496
1,512 accounts
Employees
4
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 19, 2017
- Principal office
- 12550 SE 93RD AVE, SUITE 340, CLACKAMAS, OR, 97015
- Phone
- 503-257-0057
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.4M
- Discretionary AUM
- $300.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,512
- Non-discretionary accounts
- 0
- Total accounts
- 1,512
- AUM per client
- $606K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 101 | $186.4M |
| Pension and profit sharing plans | Fewer than 5 | $1.0M |
| Individuals (other than high net worth individuals) | 395 | $113.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.