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BADGLEY PHELPS WEALTH MANAGERS
Legal name: BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD 315440File 801-121830
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.28B
Top 10% of cohort (national)
Discretionary AUM
$6.90B
Non-discretionary $380.0M
Clients
1,356
3,486 accounts
Employees
45
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 26, 2021
- Principal office
- 1420 FIFTH AVENUE, SUITE 3200, SEATTLE, WA, 98101
- Phone
- 206-623-6172
- Website
- HTTP://WWW.BADGLEY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.28B
- Discretionary AUM
- $6.90B
- Non-discretionary AUM
- $380.0M
- Discretionary accounts
- 3,362
- Non-discretionary accounts
- 124
- Total accounts
- 3,486
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 57 | $204.7M |
| Charitable organizations | 17 | $117.5M |
| High net worth individuals | 1,023 | $6.87B |
| Individuals (other than high net worth individuals) | 259 | $93.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS, UPTIQ
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 43 | 45 | increased by2 |
| Apr 1, 2026 | Clients | 1,101 | 1,356 | increased by255 |
| Apr 1, 2026 | AUM | $5,902,779,678 | $7,280,763,257 | increased by$1,377,983,579 |
| Apr 1, 2026 | Accounts | 2,875 | 3,486 | increased by611 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 43 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 902 | 1,101 | increased by199 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,769,433,917 | $5,902,779,678 | increased by$1,133,345,761 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,200 | 2,875 | increased by675 |
| Apr 1, 2022 | Employees | 22 | 24 | increased by2 |
| Apr 1, 2022 | Clients | 828 | 902 | increased by74 |
| Apr 1, 2022 | AUM | $4,372,707,212 | $4,769,433,917 | increased by$396,726,705 |
| Apr 1, 2022 | Accounts | 2,063 | 2,200 | increased by137 |
| Oct 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Oct 1, 2021 | Custody | No | Yes | |
| Oct 1, 2021 | AUM | $0 | $4,372,707,212 | increased by$4,372,707,212 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BADGLEY PHELPS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BADGLEY PHELPS” may also match similarly-named firms). Confirm identity against each filing.
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.