|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Basecamp Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 334018 |
| SEC # | 801-131913 |
| CIK # | |
| AUM | $882.3 M (2025-06-04) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 425-553-0031 |
| Address | 10900 NE 8th Street Bellevue, WA 98004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 77 | 882.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 882.3 |
| By Discretionary | ||
| Discretionary | 173 | 759.3 |
| Non-Discretionary | 14 | 123.0 |
| Total | 187 | 882.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 882.3 | |
| Total | 187 | 882.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sensible Financial Planning and Management LLC
✚
|
MA | 0.9 |
|
FPL Capital Management LLC
✚
|
LA | 0.9 |
|
Focus Investment Advisors Inc
✚
|
CA | 0.9 |
|
CW Investment Advisers LLC
✚
|
CA | 0.9 |
|
Granite FO LLC
✚
|
0.9 | |
|
Hutchinson Capital Management
✚
|
CA | 0.9 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.9 |
|
Adamsbrown Wealth Consultants LLC
✚
|
KS | 0.9 |
|
Glen Eagle Advisors LLC
✚
|
NJ | 0.9 |
|
Golden State Equity Partners LLC
✚
|
CA | 0.9 |