Wealth Manager
    SEC Registered
    Manages Private Funds

    Badgley Phelps Wealth Managers

    Registered investment advisor · Seattle, Washington · CRD #315440

    Assets Under Management
    $7.3B
    Client Accounts
    3,486
    Employees
    45
    CRD Number
    315440
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Badgley Phelps Wealth Managers

    Badgley Phelps Wealth Managers is an independent registered investment advisor based in Seattle, founded in 1966. The firm specializes in wealth management for high net worth individuals, families, corporations, and foundations, primarily in the Pacific Northwest and across the United States. With approximately $3.87 billion in assets under management, Badgley Phelps emphasizes personalized, long-term planning and investment strategies tailored to each client's unique needs. The firm offers com

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Badgley Phelps Wealth Managers

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    Frequently Asked Questions

    What is Badgley Phelps Wealth Managers's AUM?

    Badgley Phelps Wealth Managers reports approximately $7.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Badgley Phelps Wealth Managers headquartered?

    Badgley Phelps Wealth Managers is headquartered in Seattle, Washington.

    What is Badgley Phelps Wealth Managers's CRD number?

    Badgley Phelps Wealth Managers's CRD number is 315440. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Badgley Phelps Wealth Managers manage?

    Badgley Phelps Wealth Managers manages approximately 3,486 client accounts according to its latest SEC filing.

    Is Badgley Phelps Wealth Managers SEC registered?

    Yes, Badgley Phelps Wealth Managers is registered with the SEC as an investment adviser with an approved registration status.

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