# Badgley Phelps Wealth Managers

Badgley Phelps Wealth Managers is an Asset Manager based in Seattle, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Founded:** 2021
- **Assets under management:** 4800 (Altss estimate)
- **Website:** http://www.badgley.com
- **LinkedIn:** https://www.linkedin.com/company/badgley-phelps-wealth-managers

## Regulatory record

- **CRD number:** 315440
- **SEC file number:** 801-121830
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315440

## About

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.

## 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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- [Australian Ethical Super](https://altss.com/profile/australian-ethical-super)
- [Bedrijfspensioenfonds voor het Bakkersbedrijf](https://altss.com/profile/bedrijfspensioenfonds-voor-het-bakkersbedrijf)

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Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/badgley-phelps-wealth-managers

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology