Bellevue Asset Management, LLC
● SEC registered since 2004CRD 129194SEC# 801-62579Bellevue, WA
Reg. AUM
$393.7M
Employees
2
Accounts
593
Location
Bellevue, WA
Bellevue Asset Management, LLC assets under management
Bellevue Asset Management, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2004. It reports $393.7 million in regulatory assets under management and employs 2 people.
Bellevue Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jill Christine McVey Control | Chief Compliance Officer/Member | 25-50% | 2004 |
| Michael Ramirez Vila Control | Member | 50-75% | 2004 |
Frequently asked questions
How much does Bellevue Asset Management, LLC manage?
Bellevue Asset Management, LLC reports $393.7 million in regulatory assets under management on its Form ADV.
How many employees does Bellevue Asset Management, LLC have?
Bellevue Asset Management, LLC reports 2 employees.
Where is Bellevue Asset Management, LLC located?
Bellevue Asset Management, LLC is based in Bellevue, WA and has been SEC-registered since 2004.
Does Bellevue Asset Management, LLC disclose fund performance?
Bellevue Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11400 SE 8th Street, Suite 270, Bellevue, WA 98004 |
| Phone | 425-289-1041 |
| Fax | 425-289-1049 |
| Office hours | 6a.m. To 3p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$393.7M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$393.7Mregulatory AUM
Discretionary $393.7M