Badgley Phelps Wealth Managers, LLC
● SEC registered since 2021CRD 315440SEC# 801-121830Seattle, WA
Reg. AUM
$7.28B
Employees
45
Accounts
3,486
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 $7.3 billion in regulatory assets under management and employs 45 people.
Badgley Phelps Wealth Managers, LLC owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calvin Mandel Spranger Control | Fixed Income Manager And Wealth Manager | Under 5% | 2021 |
| Curtis Lee Pepin Control | Director Of Marketing | Under 5% | 2021 |
| David Steven Spratt Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2023 |
See all 22 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Badgley Phelps Wealth Managers, LLC manage?
Badgley Phelps Wealth Managers, LLC reports $7.3 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 45 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
| Address | 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101 |
| Phone | 206-623-6172 |
| Fax | 206-623-2042 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1895362 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.28B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$7.28Bregulatory AUM
Discretionary $6.9BNon-discretionary $380M