SEC Form ADV · CIK 2108989

STOLZ & ASSOCIATES, PS

Firm profile: Stolz & Associates — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA
$282.2M
Assets Under Management
5
Employees
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Registration Details

CIK
2108989
Accession
crd-117216
Location
TACOMA, WA
Filing Date
September 11, 2026
AUM
$282.2M
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

STOLZ & ASSOCIATES, PS is a registered investment adviser headquartered in TACOMA, WA, managing approximately $282.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.