SourcingSourcing

BELLEVUE ASSET MANAGEMENT, LLC

C44
CRD 129194·SEC 801-62579·BELLEVUE, WA
AUM
$393.7M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BELLEVUE ASSET MANAGEMENT, LLC
CRD
129194
SEC file #
801-62579
EIN
830354282
DBA names
—

Economics

AUM
$393.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$212.0M → $393.7M▲ +86%
Client mix
Individuals Other128
Individuals High Net Worth91

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
bellevueasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VILA, MICHAEL, RAMIREZ
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
VILA, MICHAEL, RAMIREZ
MCVEY, JILL, CHRISTINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BELLEVUEASSET.COM
Rdap Domain Creation Date
2003-05-23T14:47:21Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001801619
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-02-13
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001801619-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
11400 SE 8TH STREETSUITE 270BELLEVUE, WA 98004
Business
11400 SE 8TH STREETSUITE 270BELLEVUE, WA 98004
Edgar EIN
830354282
Edgar Recent Filings
13F-HR2026-04-24 · 0001801619-26-000002
13F-HR2026-01-23 · 0001801619-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-23T14:47:21Z
Rdap Domain Last Changed
2026-05-08T07:06:53Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3264025
Trust Company Affiliate
No

People (2)

2
VILA, MICHAEL, RAMIREZ
IAR · Direct Owner · 62.5%
3264025
MCVEY, JILL, CHRISTINE
IAR · Direct Owner · 37.5%
1540771