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TSCHETTER GROUP
DDD PARTNERS, LLC
CRD 301548 · SEC 801-115160
2155 112TH AVE NE, BELLEVUE, WA, 98004, United States
Phone
425-998-9960
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.39B
Discretionary AUM
$2.34B
Team
24 total employees; 15 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 332 | $157.5M |
| High net worth individuals | 171 | $1.74B |
| Pooled investment vehicles | 1 | $81.5M |
| Corporations/business entities | 13 | $88.3M |
States served
AZ, CA, CO, MT, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD