Investment adviser · CRD 315440

BADGLEY PHELPS WEALTH MANAGERS

Investment adviser filing (IA)

BADGLEY PHELPS WEALTH MANAGERS, LLC

SEATTLE, WA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$7.28B
Form ADV · Item 5.F
Client accounts
3,486
Accounts, not individual clients
Employees
45
Reported in this filing
Advisory professionals
26
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,023$6,865,218,45894.3%
Corporations & businesses57$204,686,6082.8%
Charities17$117,536,7321.6%
Individuals259$93,321,4591.3%
Filing source

Form ADV 2087004 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1420 FIFTH AVENUE, SUITE 3200
SEATTLE, WA, 98101, United States

CRD 315440

Filing source

Form ADV 2087004 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.