President · Stangier Wealth Management
Gretchen Stangier
CRD 3022236 · Named on Form ADV at one SEC-registered adviser
At a glance
Stangier Wealth Management, an SEC-registered wealth manager based in Clackamas, OR with $300 million in regulatory assets, lists Gretchen Stangier on its Form ADV as President, a control person.
Firms and roles
- Stangier Wealth ManagementPresidentWealth manager · Clackamas, OR · $300M in regulatory assets
AtlasMembers
Gretchen’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Carol L. YoungChief Compliance Officer, Stangier Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gretchen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.