Badgley Phelps Wealth Managers
Seattle, WA·SEC-registered · CRD #315440
Badgley Phelps Wealth Managers is an SEC-registered investment advisory firm in Seattle, WA managing $7.3B across 3.6k client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.3B
Client accounts
3.6k
Advisory staff
26
Fee model
Fee-based
How Badgley Phelps Wealth Managers is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Badgley Phelps Wealth Managers
How much does Badgley Phelps Wealth Managers manage?
Per its most recent SEC Form ADV filing (03/31/2026), Badgley Phelps Wealth Managers reports $7.3B in regulatory assets under management across roughly 3.6k client accounts.
How does Badgley Phelps Wealth Managers charge?
Badgley Phelps Wealth Managers is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Badgley Phelps Wealth Managers a fiduciary?
Yes. Badgley Phelps Wealth Managers is registered with the U.S. Securities and Exchange Commission (CRD #315440), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Badgley Phelps Wealth Managers taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Badgley Phelps Wealth Managers and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Seattle, WA
Profile compiled from Badgley Phelps Wealth Managers's public SEC Form ADV filing (CRD #315440, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Badgley Phelps Wealth Managers. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Badgley Phelps Wealth Managers? Claim this profile.