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BADGLEY PHELPS WEALTH MANAGERS

SEATTLE, WA · CRD 315440 · IAPD ↗ · 206-623-6172

$7.28BRegulatory AUM
26Advisory reps
45Employees
25Clients
251-500Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — BADGLEY PHELPS WEALTH MANAGERS notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — BADGLEY PHELPS WEALTH MANAGERS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — BADGLEY PHELPS WEALTH MANAGERS notice-filed in MA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — BADGLEY PHELPS WEALTH MANAGERS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — BADGLEY PHELPS WEALTH MANAGERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.