BELLEVUE, WACRD 129194Latest ADV February 20, 2026
Bellevue Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated February 20, 2026, reports $394M in regulatory assets under management, 2 employees, and 593 accounts.
Assets Under Management
$394M
Employees
2
Offices
--
Total Clients
219
Primary office
BELLEVUE, WA
11400 SE 8TH STREET, SUITE 270, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.4% of total clients.
Top client categories% of clientsClients
1
Individuals
58.4%
128
2
HNWI
41.6%
91
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$394Mas of February 20, 2026
Discretionary100.0%
$394M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$394M
Total Accounts593
10Y AUM Change+$199M (+101.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee110:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.