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President and Chief Investment Officer · Stolz & Associates, PS

Andrew C. Stolz

CRD 5721796 · Named on Form ADV at one SEC-registered adviser

At a glance

Stolz & Associates, PS, an SEC-registered wealth manager based in Tacoma, WA with $282 million in regulatory assets, lists Andrew C. Stolz on its Form ADV as President and Chief Investment Officer, a control person.

Firms and roles

  • Stolz & Associates, PSPresident and Chief Investment OfficerWealth manager · Tacoma, WA · $282M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.