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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.