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 independent registered investment adviser that serves individual and family clients through financial planning and portfolio management. The firm operates as a capital allocator, both managing portfolios directly and selecting external managers on behalf of clients. Its fee model combines a percentage-of-assets approach with some fixed-fee arrangements. Basecamp offers portfolio management for individuals, small businesses, and institutional/business clients and lists the selection of other advisers among its advisory activities. The firm does not identify as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Teresa Lamar
Managing PartnerCRD 3004489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$224M in ETFs
99%
$223M
<1%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $88.3M | 275,369 | 39.36% |
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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