BELLEVUE ASSET MANAGEMENT, LLC (CRD# 129194) is an SEC-Registered Investment Advisor (RIA), headquartered in Bellevue, WA. The SEC approved the firm to operate as an RIA in Jan 2004. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $211.7 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BELLEVUE ASSET MANAGEMENT, LLC also reported in Mar 2018:
  • 2 employees, all of whom perform 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).
BELLEVUE ASSET MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.

View BELLEVUE ASSET MANAGEMENT, LLC's most recent Form ADV filing

BELLEVUE ASSET MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AZ-Feb 2005, CA-Feb 2005, OR-Feb 2005, TX-Feb 2016, WA-Jan 2004

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.