Basecamp Wealth Advisors, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 334018
- Registered since
- February 7, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Basecamp Wealth Advisors, LLC is an SEC-registered independent registered investment adviser organized as an LLC. The firm positions itself as a wealth manager for individuals and families and also provides planning and portfolio services to small businesses and institutional clients. Its advisory capabilities include financial planning, discretionary portfolio management, selection of outside advisers, and management of portfolios for businesses or institutions. The firm describes itself as a capital allocator and charges clients on a percentage-of-assets-under-management basis as well as via fixed fees. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds33%
- Exchange Traded Equities29%
- Other25%
- US Government Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
3 of 3
Brian Johnson
Partner & Chief Compliance OfficerCRD 5153686
Joseph Levesque
Partner and Chief Investment OfficerCRD 5561495
Lin Gong
Partner, COOCRD 5361158
Contacts
2 of 2
Teresa Lamar
Managing PartnerCRD 3004489
Casey Broderick
Investment AssociateCRD 7006185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$245M in ETFs
99%
$243M
<1%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $100M | 270,908 | 40.94% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10900 Ne 8th St
- Time zone
- PT (UTC-8)
- Office locations
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