Basecamp Wealth Advisors, 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 March 24, 2026, reports $1.1B in regulatory assets under management, 4 employees, and 271 accounts.
Assets Under Management
$1.1B
Employees
4
Offices
--
Total Clients
80
Primary office
BELLEVUE, WA
10900 NE 8TH STREET, #1620, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 24, 2026
Discretionary77.7%
$836M
78% of total RAUM77.7%
Non-discretionary22.3%
$240M
22% of total RAUM22.3%
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.
Total AUM$1.1B
Total Accounts271
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee20:1
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.