BADGLEY PHELPS WEALTH MANAGERS

1420 Fifth Avenue
Suite 3200
Seattle, Washington 98101
Tel: 206-623-6172

About BADGLEY PHELPS WEALTH MANAGERS

BADGLEY PHELPS WEALTH MANAGERS, formally registered with the SEC as BADGLEY PHELPS WEALTH MANAGERS. The firm was established in 07/26/2021. They have over 4 offices throughout the country.

BADGLEY PHELPS WEALTH MANAGERS is a Seattle, Washington based Financial Planning firm with nearly $5,126,260,432 assets under management, offering retirement planning & investment advisory services to 2648 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315440
SEC#	801-121830
Assets Managed by Firm	$5,126,260,432
No. of Clients	2648
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2648	$5,126,260,432
Individuals (other than high net worth individuals)	271	$140,458,953
High net worth individuals	726	$4,798,506,900
Pension and profit sharing plans	2	$9,814,800
Charitable organizations	25	$91,510,447
Corporations or other businesses	13	$85,969,332

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