Badgley Phelps Wealth Managers

RIASEC Registered

Total AUM

$7.3B

Discretionary

$6.9B

95% of AUM

Avg account

$2.1M

Accounts

3,486

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 315440
Registered since: July 26, 2021
Website: www.badgley.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI94.29%
Corporations / Businesses2.81%
Charitable Organizations1.61%
Individuals1.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Badgley Phelps Wealth Managers is an independent RIA organized as an LLC and registered with the SEC in 2021. The firm serves high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals/small businesses and institutions, and the selection of third‑party advisers. It operates as a capital allocator, sourcing and placing client capital with external managers in addition to managing discretionary portfolios. Fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements, and other structures. The firm has been recognized in industry rankings over multiple years, including listings by CNBC, Barron’s, Forbes, Financial Times and FA Magazine. Badgley Phelps maintains a number of industry affiliations and business relationships that span broker-dealers, accounting and law firms, insurance companies, real estate brokers and sponsors of private vehicles, indicating a broad network used to support advisory and investment activity.