PPrivate Fund Data Log in Join · $37/mo

Badgley Phelps Wealth Managers, LLC

● SEC registered since 2021CRD 315440SEC# 801-121830Seattle, WA
Export (members)
Reg. AUM
$5.9B
Employees
43
Accounts
2,875
Location
Seattle, WA

Badgley Phelps Wealth Managers, LLC assets under management

Badgley Phelps Wealth Managers, LLC is an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2021. It reports $5.9 billion in regulatory assets under management and employs 43 people.

Badgley Phelps Wealth Managers, LLC owners & executives

22 reported
NameTitleOwnershipSince
Calvin Mandel Spranger ControlFixed Income Manager And Wealth ManagerUnder 5%2021
Curtis Lee Pepin ControlDirector Of MarketingUnder 5%2021
David Steven Spratt ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2023
See all 22 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Badgley Phelps Wealth Managers, LLC manage?

Badgley Phelps Wealth Managers, LLC reports $5.9 billion in regulatory assets under management on its Form ADV.

How many employees does Badgley Phelps Wealth Managers, LLC have?

Badgley Phelps Wealth Managers, LLC reports 43 employees.

Where is Badgley Phelps Wealth Managers, LLC located?

Badgley Phelps Wealth Managers, LLC is based in Seattle, WA and has been SEC-registered since 2021.

Does Badgley Phelps Wealth Managers, LLC disclose fund performance?

Badgley Phelps Wealth Managers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
Phone206-623-6172
Fax206-623-2042
Office hours8:00 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1895362
Discloses disciplinary historyNo

Assets under management

Discretionary$5.52B
Non-discretionary$383.6M
Total (RAUM)$5.9B