Key facts
- STANGIER WEALTH MANAGEMENT is a other based in CLACKAMAS, OR.
- STANGIER WEALTH MANAGEMENT reports $2.8M in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 171336- Regulatory AUM
- $2.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- CLACKAMAS, OR
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as GRETCHEN STANGIER, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for STANGIER WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is STANGIER WEALTH MANAGEMENT's AUM?
- STANGIER WEALTH MANAGEMENT manages approximately $2.8M in assets.