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TSCHETTER GROUP
Legal name: DDD PARTNERS, LLC
CRD 301548File 801-115160
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.39B
Top 25% of cohort (national)
Discretionary AUM
$2.34B
Non-discretionary $45.4M
Clients
517
1,558 accounts
Employees
24
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 1, 2019
- Principal office
- 2155 112TH AVE NE, BELLEVUE, WA, 98004
- Phone
- 425-998-9960
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.39B
- Discretionary AUM
- $2.34B
- Non-discretionary AUM
- $45.4M
- Discretionary accounts
- 1,500
- Non-discretionary accounts
- 58
- Total accounts
- 1,558
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $88.3M |
| Charitable organizations | Fewer than 5 | $7.6M |
| High net worth individuals | 171 | $1.74B |
| Pooled investment vehicles | 1 | $81.5M |
| State or municipal government entities | Fewer than 5 | $318.6M |
| Individuals (other than high net worth individuals) | 332 | $157.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.