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BASECAMP WEALTH ADVISORS, LLC

BELLEVUE, WA · CRD 334018 · IAPD ↗ · basecampwealthadvisors.com · 425-553-0031

$1.08BRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — BASECAMP WEALTH ADVISORS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — BASECAMP WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — BASECAMP WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($882.3M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
July 2025 — BASECAMP WEALTH ADVISORS, LLC now reports custody of client assets ($103.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
July 2025 — BASECAMP WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2025 — BASECAMP WEALTH ADVISORS, LLC (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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