SourcingSourcing

BADGLEY PHELPS WEALTH MANAGERS, LLC

C28
CRD 315440·SEC 801-121830·SEATTLE, WA
AUM
$7.28B
$1B+
Est. Revenue
$72.8M
@ 1% on AUM
Est. EBITDA
$21.8M
@ 30% margin
Est. Deal Value
$174.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD
315440
SEC file #
801-121830
EIN
863967539
DBA names
Badgley Phelps Wealth Managers

Economics

AUM
$7.28B
AUM band
$1B+
AUM trajectory
'22'26
$4.37B → $7.28B▲ +67%
Client mix
Individuals High Net Worth1,023
Individuals Other259
Corporations57
Charitable Organizations17

Operations

Employees (total)
45
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'22'26
18 advisors → 26 advisors▲ +44%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOCUS OPERATING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
FOCUS OPERATING, LLC
CALLAGHAN, JAMES, KEVIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
19,473
Form 5500 Compensation Trajectory 3y
202519,473
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
19,473
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001895362
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2021-11-29
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001895362-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
26
Bc Firm IAR Count
26
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1420 FIFTH AVENUESUITE 3200SEATTLE, WA 98101
Business
1420 FIFTH AVENUESUITE 3200SEATTLE, WA 98101
Edgar EIN
863967539
Edgar Recent Filings
13F-HR2026-04-15 · 0001895362-26-000004
13F-HR2026-01-28 · 0001895362-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (27)

27
CALLAGHAN, JAMES, KEVIN
IAR · Executive Officer · 2.5%
2767423
PHELPS, STEVEN, CLEMMER
IAR · Executive Officer · 2.5%
1632457
RODGERS, PATRICK, DAVID
IAR · Executive Officer · 2.5%
4557302
GERKE, MICHAEL, ROBERT
IAR · Executive Officer · 2.5%
4557286
THOMAS, TIMOTHY, JOHN
IAR · Executive Officer · 2.5%
2542160
PEPIN, CURTIS, LEE
IAR · Executive Officer · 2.5%
2551288
SPRANGER, CALVIN, MANDEL
IAR · Executive Officer · 2.5%
2864054
PARISIO ROY, JULIE, LOUISE
IAR · Executive Officer · 2.5%
2945708
WILEY, MEGAN, ELIZABETH
IAR · Executive Officer · 2.5%
6338913
WHAM, KATHERINE, DEWERT
IAR · Executive Officer · 2.5%
5416174
SPRATT, DAVID, STEVEN
Executive Officer · 2.5%
2275360
MITCHELL T STEINER
IAR
4946683
Johan Erik Strand
IAR
7704787
Natalie Athena Mackey
IAR
7313378
WENDY LEIGH TAYLOR
IAR
4557307
MICHAEL JOHN SCHULTZ
IAR
4764070
HOWARD DAVIS MIRACLE
IAR
1502120
JACOB CRAWFORD KOODRICH
IAR
4746664
SOREN MILO ERICKSON
IAR
6000053
GREGORY SCOTT ROBINSON
IAR
1581647
Anna Josephine Inveen
IAR
7661844
Emily Perkins
IAR
6525267
KELSEY ELIZABETH LICHTTENEGGER
IAR
5521830
BEN JAMES DUNCANSON
IAR
6378739
David Michael Berdine
IAR
2758507
Payton Priscilla Chipley
IAR
7341442
EDWIN JAMES SONDGROTH
IAR
4487821