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Badgley Phelps Wealth Managers

Headquartered in SEATTLE, WA

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Firm Information

Badgley Phelps Wealth Managers is a Seattle, WA-based registered investment advisor with over $5 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services to individuals, families, businesses, and charitable organizations. They offer portfolio management, credit and cash management solutions, and insurance solutions. Badgley Phelps Wealth Managers has a team of 24 investment advisor representatives who serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.

Badgley Phelps Wealth Managers

1420 FIFTH AVENUE

SEATTLE, WA 98101

$5.13B

Assets Under Management

35

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions. insurance solutions

Credit and cash management solutions. insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BADGLEY PHELPS WEALTH MANAGERS has a total of 2 branch locations across the country.
location

Seattle, WA

location

Crozet, VA

Advisors at Badgley Phelps Wealth Managers

View All 24 Advisors
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Patrick David Rodgers

RA

Seattle, WA

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Michael John Schultz

CFC®, RA

Seattle, WA

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Michael Robert Gerke

RA

Seattle, WA

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Wendy Leigh Taylor

RA

Seattle, WA

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Megan Elizabeth Wiley

CFP®, RA

Crozet, VA

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Mitchell T Steiner

RA

Seattle, WA

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Natalie Athena MacKey

RA

Seattle, WA

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Timothy John Thomas

CFA®, RA

Seattle, WA

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Disclosures

There are no public disclosures for Badgley Phelps Wealth Managers.

Frequently Asked Questions (8)

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