Badgley Phelps Wealth Managers Review


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Badgley Phelps Wealth Managers, federally registered in 1973, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 19 advisors. Badgley Phelps Wealth Managers manages $2.5 billion and provides investment advisory services for 615 clients (1:33 advisor/client ratio).

Badgley Phelps Wealth Managers requires a $1,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $1,000,000
Avg Account Balance $4,048,563
Hybrid Advisor No
Disciplinary History No
Total AUM $2.5 billion
Advisor / Client Ratio 1:33
Headquarters Seattle, WA
SEC Filings Forms and Brochures


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