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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STANGIER WEALTH MANAGEMENT

GRETCHEN STANGIER, INC., CRD 171336

CLACKAMAS, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d10f4a4-dab8-39a1-ac72-112b37bc21c7

Data as of Jan 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Sep 20, 2017 to Jan 7, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $300MItem 5.F on the latest filing (2026-01-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $300M
Private client RAUM: $299MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $150Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,512
Individual clients: 395
High net worth clients: 101
SEC number: 801-111889
CRD: 171336
Filings on the tape: 28
First filed: Sep 20, 2017
Latest filed: Jan 7, 2026
Organised: Corporation, OR
Website: stangierwealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GRETCHEN STANGIER	Certified Financial Planner	CLACKAMAS, OR	12	28	2	no
CAROL LYNN YOUNG	n/a	CLACKAMAS, OR	9	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRETCHEN STANGIER REVOCABLE TRUST	Owner	E	yes	01/2021	Feb 18, 2021	Oct 3, 2024
STANGIER, GRETCHEN	Trustee	F	yes	01/2021	Sep 20, 2017	Oct 3, 2024
STANGIER, GRETCHEN	President	Na	yes	04/2014	Sep 20, 2017	Oct 3, 2024
YOUNG, CAROL, LYNN	Trustee	F	yes	01/2021	Feb 18, 2021	Oct 3, 2024
YOUNG, CAROL, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2021	Feb 18, 2021	Oct 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 7, 2026	$300M	$300M	4	4	n/a	n/a
2024	Jan 21, 2025	$258M	$258M	4	4	n/a	n/a
2023	Feb 2, 2024	$235M	$235M	3	3	n/a	n/a
2022	Jan 13, 2023	$210M	$210M	4	4	n/a	n/a
2021	Feb 15, 2022	$217M	$217M	4	4	n/a	n/a
2020	Feb 18, 2021	$185M	$185M	3	2	n/a	n/a
2019	Mar 12, 2020	$177M	$177M	2	1	n/a	n/a
2018	Mar 19, 2019	$161M	$161M	3	2	n/a	n/a
2017	Mar 2, 2018	$175M	$175M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$300M	$258M	16.5%	$210M	12.6%	4	4	0	0

Relationships

Registered with (4)

← CAROL LYNN YOUNGAdvisorregistration: current employment
May 25, 2017 to presentfactForm ADV
← GRETCHEN STANGIERAdvisorregistration: current employment
Aug 25, 2014 to presentfactForm ADV
← DAVID J BERNEYAdvisorregistration: previous registration
Dec 13, 2021 to Oct 2, 2023factForm ADV
← DANIEL LEE ALEXANDERAdvisorregistration: previous registration
Dec 10, 2015 to Nov 15, 2019factForm ADV

Controls (3)

← STANGIER, GRETCHENOwnerTRUSTEE, ownership code F, individual
Sep 20, 2017 to Oct 3, 2024factForm ADV
← YOUNG, CAROL, LYNNOwnerTRUSTEE, ownership code F, individual
Feb 18, 2021 to Oct 3, 2024factForm ADV
← GRETCHEN STANGIER REVOCABLE TRUSTOwnerOWNER, ownership code E, domestic entity
Feb 18, 2021 to Oct 3, 2024factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
David J Berney left Stangier Wealth Management for Jmf Capstone Wealth Management (registered 2024-03-01)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2021
Control person joined
Lynn Carol Young (Trustee) appeared on Schedule A of Stangier Wealth Management
Form ADVobserved 6 days ago
Occurred
Sep 20, 2017
First Form ADV filing
Stangier Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d10f4a4-dab8-39a1-ac72-112b37bc21c7
First observed: Sep 20, 2017
Last observed: Jan 7, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STANGIER WEALTH MANAGEMENT

GRETCHEN STANGIER, INC., CRD 171336

CLACKAMAS, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d10f4a4-dab8-39a1-ac72-112b37bc21c7

Data as of Jan 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GRETCHEN STANGIER

Certified Financial Planner

CLACKAMAS, OR

CAROL LYNN YOUNG

n/a

CLACKAMAS, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRETCHEN STANGIER REVOCABLE TRUST

Owner

yes

01/2021

Feb 18, 2021

Oct 3, 2024

STANGIER, GRETCHEN

Trustee

yes

01/2021

Sep 20, 2017

Oct 3, 2024

STANGIER, GRETCHEN

President

yes

04/2014

Sep 20, 2017

Oct 3, 2024

YOUNG, CAROL, LYNN

Trustee

yes

01/2021

Feb 18, 2021

Oct 3, 2024

YOUNG, CAROL, LYNN

CHIEF COMPLIANCE OFFICER

yes

02/2021

Feb 18, 2021

Oct 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 7, 2026

$300M

n/a

2024

Jan 21, 2025

$258M

n/a

2023

Feb 2, 2024

$235M

n/a

2022

Jan 13, 2023

$210M

n/a

2021

Feb 15, 2022

$217M

n/a

2020

Feb 18, 2021

$185M

n/a

2019

Mar 12, 2020

$177M

n/a

2018

Mar 19, 2019

$161M

n/a

2017

Mar 2, 2018

$175M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$300M

$258M

16.5%

$210M

12.6%