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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers is an SEC-registered investment adviser in Seattle, WA, registered since 2021. The firm manages $7.3 billion in assets, $6.9...
Overview
Badgley Phelps Wealth Managers is an SEC-registered investment adviser in Seattle, WA, registered since 2021. The firm manages $7.3 billion in assets, $6.9 billion on a discretionary basis. It has 45 employees and 26 investment advisers.
General information
Firm type
Wealth Manager
Year founded
2021
Location
Region
North America
Country
United States
City
Seattle
Frequently asked questions
Who runs investment decisions at Badgley Phelps Wealth Managers?
No named principals or CIO are recorded in available sources.
Does Badgley Phelps Wealth Managers participate in fund commitments or only direct deals?
No information on fund commitments or direct deals is available.
What investment stages does Badgley Phelps Wealth Managers typically target?
No stage preferences are documented.
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