# Stangier Wealth Management

Stangier Wealth Management is a Bank / Wealth / Trust based in Clackamas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clackamas, United States
- **Region:** North America
- **Address:** 12550 SE 93rd Ave, Suite 340, Clackamas, OR 97015, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** stangierwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/gretchenstangier

## Regulatory record

- **CRD number:** 171336
- **SEC file number:** 801-111889
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-07T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171336

## About

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.

## People

- Gretchen Stangier — CEO & Financial Coach

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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