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BADGLEY PHELPS WEALTH MANAGERS
BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD 315440 · SEC 801-121830
1420 FIFTH AVENUE, SUITE 3200, SEATTLE, WA, 98101, United States
Phone
206-623-6172
Fax
206-623-2042
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.28B
Discretionary AUM
$6.90B
Team
45 total employees; 26 advisory reps; 25 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS, UPTIQ
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 259 | $93.3M |
| High net worth individuals | 1023 | $6.87B |
| Charitable organizations | 17 | $117.5M |
| Corporations/business entities | 57 | $204.7M |
States served
AK, AZ, CA, CO, ID, IL, ME, MA, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, UT, VA, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD