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BELLEVUE ASSET MANAGEMENT, LLC
CRD 129194 · SEC 801-62579
11400 SE 8TH STREET, SUITE 270, BELLEVUE, WA, 98004, United States
Phone
425-289-1041
Fax
425-289-1049
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$393.7M
Discretionary AUM
$393.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $41.2M |
| High net worth individuals | 91 | $329.9M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD