SourcingSourcing

BASECAMP WEALTH ADVISORS, LLC

C42
CRD 334018·SEC 801-131913·BELLEVUE, WA
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BASECAMP WEALTH ADVISORS, LLC
CRD
334018
SEC file #
801-131913
EIN
—
DBA names
—

Economics

AUM
$1.08B
AUM band
$1B+
AUM trajectory
'25'26
$882.3M → $1.08B▲ +22%
Client mix
Individuals High Net Worth80

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
basecampwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BASECAMP WEALTH ADVISORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BASECAMP WEALTH ADVISORS, LLC
LAMAR, TERESA, LYNN
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
ok
Rdap Domain
BASECAMPWEALTHADVISORS.COM
Rdap Domain Creation Date
2024-12-03T18:32:19Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-03T18:32:19Z
Rdap Domain Last Changed
2024-12-03T18:32:19Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
LAMAR, TERESA, LYNN
IAR · Direct Owner · 37.5%
3004489
JOHNSON, BRIAN, RAY
IAR · Direct Owner · 17.5%
5153686
LEVESQUE, JOSEPH, NORMAN
IAR · Direct Owner · 17.5%
5561495
GONG, LIN
IAR · Direct Owner · 17.5%
5361158