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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 476 | 496 | increased by20 |
| Feb 1, 2026 | AUM | $257,860,000 | $300,433,806 | increased by$42,573,806 |
| Feb 1, 2026 | Accounts | 1,476 | 1,512 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 633 | 476 | decreased by157 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $217,000,000 | $257,860,000 | increased by$40,860,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,286 | 1,476 | increased by190 |
| Mar 1, 2022 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2022 | AUM | $185,339,268 | $217,000,000 | increased by$31,660,732 |
| Mar 1, 2022 | Accounts | 1,232 | 1,286 | increased by54 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STANGIER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STANGIER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.