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| Basecamp Wealth Advisors LLC
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|---|---|
| CRD # | 334018 |
| SEC # | 801-131913 |
| CIK # | 0002115254 |
| AUM | 1,076.6 M (2026-03-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 425-553-0031 |
| Address | 10900 NE 8th Street Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002115254 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.3 | ||
| Apple Inc | 15.0 | ||
| Nvidia Corp | 14.5 | ||
| Lilly Eli & Co | 13.3 | ||
| Amazon Com Inc | 7.6 | ||
| Alphabet Inc | 7.2 | ||
| Sprott Physical Gold Trust | 7.1 | ||
| Alphabet Inc | 5.8 | ||
| Facebook Inc | 3.8 | ||
| Broadcom Inc | 3.4 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.9 | ||
| Tesla Motors Inc | 2.8 | ||
| ASML Holding NV | 2.1 | ||
| Visa Inc | 2.1 | ||
| iShares Comex Gold Trust | 1.9 | ||
| AbbVie Inc | 1.7 | ||
| Novartis AG | 1.7 | ||
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| 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) | 80 | 1,076.6 |
| (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 | 271 | 1,076.6 |
| By Discretionary | ||
| Discretionary | 234 | 836.4 |
| Non-Discretionary | 37 | 240.2 |
| Total | 271 | 1,076.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,076.6 | |
| Total | 271 | 1,076.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002115254] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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