BADGLEY PHELPS WEALTH MANAGERS (CRD# 108392) is an SEC-Registered Investment Advisor (RIA), headquartered in Seattle, WA. The SEC approved the firm to operate as an RIA in Feb 1973. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $2.5 Billion, and has discretion over 92% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BADGLEY PHELPS WEALTH MANAGERS also reported in Oct 2018:
  • 22 employees, with 19 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BADGLEY PHELPS WEALTH MANAGERS has no disclosure events reported to the SEC at this time.

View BADGLEY PHELPS WEALTH MANAGERS's most recent Form ADV filing

BADGLEY PHELPS WEALTH MANAGERS has Notice Filings with the following State Securities Authorities: AK-Aug 2000, AZ-Sep 2012, CA-Mar 1994, CO-Aug 2018, FL-Jun 2011 , HI-May 2011, ID-Jan 1991, ME-Apr 2018, MN-Jun 2011, MT-Jan 1998 , NC-Mar 2016, NJ-Apr 2007, NM-Jan 2006, NV-Mar 2016, OR-Jan 2001 , PA-Jun 2011, TX-Nov 2003, WA-Jan 1973, WI-Oct 2018

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