Basecamp Wealth Advisors, LLC

RIASEC RegisteredEst. 2025
Total AUM
$1.1B
Discretionary
$836M
78% of AUM
Avg account
$4M
Accounts
271
Employees
4
Advisory reps
5

Firm details

Headquarters
Bellevue, Washington
CRD number
334018
Registered since
February 7, 2025
Website
www.basecampwealthadvisors.com
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

FINTRX

Overview

Basecamp Wealth Advisors, LLC is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management. The firm acts as a capital allocator, selecting third‑party managers in addition to managing public-market portfolios itself. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, institutional/business portfolios, and the selection of other advisers. Basecamp does not list active ESG investing as part of its stated approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 33%, Exchange Traded Equities 29%, Other 25%, US Government Bonds 7%, Cash & Cash Equivalents 6%33%
  • Public Funds/Mutual Funds33%
  • Exchange Traded Equities29%
  • Other25%
  • US Government Bonds7%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3
  • Brian Johnson

    Brian Johnson

    Partner & Chief Compliance OfficerCRD 5153686

  • Joseph Levesque

    Joseph Levesque

    Partner and Chief Investment OfficerCRD 5561495

  • Lin Gong

    Lin Gong

    Partner, COOCRD 5361158

Contacts

2 of 2
  • Teresa Lamar

    Teresa Lamar

    Managing PartnerCRD 3004489

  • Casey Broderick

    Casey Broderick

    Investment AssociateCRD 7006185

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 88

Active vs passive

$224M in ETFs

Passive

99%

$223M

Active

<1%

$1.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$88.3M275,36939.36%
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Location

Primary office

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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