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Stangier Wealth Management
Stangier Wealth Management is an SEC-registered investment adviser in Clackamas, OR, registered since 2017. The firm manages approximately $300 million in...
Stangier Wealth Management
Stangier Wealth Management is an SEC-registered investment adviser in Clackamas, OR, registered since 2017. The firm manages approximately $300 million in assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Clackamas
Corporate office
12550 SE 93rd Ave, Suite 340, Clackamas, OR 97015, United States
Principals
Gretchen Stangier
CEO & Financial Coach
Frequently asked questions
Who makes investment decisions at Stangier Wealth Management?
Gretchen Stangier, the firm’s CEO and a CFP certificant, leads client engagements and investment coaching. The firm’s website identifies her as the primary decision-maker and public face of the advisory team. No additional portfolio managers or investment committee members are disclosed publicly.
Does Stangier Wealth Management serve institutional investors or only individuals?
The firm’s public materials address individuals and families almost exclusively, with a focus on retirement education and personal financial planning. There is no mention of institutional advisory services, endowment management, or pension consulting.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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