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| Happy Holidays!! thanks for using AUM13F!! |
| Badgley Phelps Wealth Managers LLC
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| CRD # | 315440 |
| SEC # | 801-121830 |
| CIK # | 0001895362 |
| AUM | $5.9 B (2025-05-16) |
| Employees | 43 (60% Investors, 0% Brokers) |
| Phone | 206-623-6172 |
| Address | 1420 Fifth Avenue Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001895362 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| ServiceNow Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Columbia Sportswear Co | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 0.2 |
| (b) Individuals (high net worth individuals) | 783 | 5.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 17 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,875 | 5.9 |
| By Discretionary | ||
| Discretionary | 2,746 | 5.5 |
| Non-Discretionary | 129 | 0.4 |
| Total | 2,875 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 2,875 | 5.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001895362] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Promanage LLC
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|
IL | 6.1 |
|
Alphacore Capital LLC
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|
CA | 6.1 |
|
Global Alpha Capital Management Ltd
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|
6.0 | |
|
Wealthcare Advisory Partners LLC
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|
PA | 6.0 |
|
Harbor Investment Advisory LLC
✚
|
MD | 6.0 |
|
Cassaday & Co Wealth Management LLC
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|
VA | 6.0 |
|
International City Management Association Retirement Corporation
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|
DC | 6.0 |
|
East End Advisors LLC
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|
NY | 5.9 |
|
Douglass Winthrop Advisors LLC
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|
NY | 5.8 |
|
Dana Investment Advisors Inc
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|
WI | 5.8 |