Badgley Phelps Wealth Managers is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 31, 2026, reports $7.3B in regulatory assets under management, 45 employees, 3 offices, and 3,486 accounts.
Assets Under Management
$7.3B
Employees
45
Offices
3 offices
Total Clients
1,358
Primary office
SEATTLE, WA
1420 FIFTH AVENUE, SUITE 3200, SEATTLE, WA, United States
Top client segmentHNWI represent 75.3% of total clients.
Top client categories% of clientsClients
1
HNWI
75.3%
1,023
2
Individuals
19.1%
259
3
Corporations
4.2%
57
4
Charitable
1.3%
17
5
Pension Plans
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.3Bas of March 31, 2026
Discretionary94.8%
$6.9B
95% of total RAUM94.8%
Non-discretionary5.2%
$380M
5% of total RAUM5.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.3B
Total Accounts3,486
10Y AUM Change+$7.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee30:1
10Y Employee Change+23 (+104.5%)
* 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.