BADGLEY, PHELPS AND BELL, INC.
Legal name: BADGLEY PHELPS WEALTH MANAGERS
CRD #108392 SEC #801-9075 SEATTLE, WA 206-623-6172
SEC Registered
Total AUM
$3.8B
Discretionary
$3.6B
Employees
22
Clients
101
Accounts
1,938
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2021 | $3.8B | $3.6B | $261.5M | 22 | 16 |
| Apr 2021 | $3.8B | $3.6B | $261.5M | 22 | 16 |
| Mar 2021 | $3.8B | $3.6B | $261.5M | 22 | 16 |
| Jun 2020 | $3.2B | $3B | $210.2M | 20 | 21 |
| Jun 2020 | $3.2B | $3B | $210.2M | 20 | 21 |
| Mar 2020 | $3.2B | $3B | $210.2M | 20 | 21 |
| Mar 2019 | $2.6B | $2.5B | $183.8M | 20 | 16 |
| Oct 2018 | $2.5B | $2.3B | $189.1M | 22 | 30 |
| Oct 2018 | $2.5B | $2.3B | $189.1M | 22 | 30 |
| Aug 2018 | $2.5B | $2.3B | $189.1M | 22 | 30 |
| Apr 2018 | $2.5B | $2.3B | $189.1M | 22 | 30 |
| Mar 2018 | $2.5B | $2.3B | $189.1M | 22 | 30 |
| Mar 2018 | $2.5B | $2.3B | $189.1M | 22 | 30 |
| Mar 2017 | $2.2B | $1.9B | $303.1M | 22 | 700 |
| Jun 2016 | $2B | $1.8B | $253.2M | 23 | 600 |
| Mar 2016 | $2B | $1.8B | $253.2M | 23 | 600 |
| Mar 2016 | $2.1B | $1.7B | $373.5M | 18 | 500 |
| Aug 2015 | $2.1B | $1.7B | $373.5M | 18 | 500 |
| Mar 2015 | $2.1B | $1.7B | $373.5M | 18 | 500 |
| Mar 2014 | $2B | $1.6B | $410.8M | 20 | 500 |
| Mar 2013 | $1.8B | $1.4B | $352.4M | 20 | 500 |
| Sep 2012 | $1.6B | $1.4B | $241.5M | 11 | 500 |
| Mar 2012 | $1.6B | $1.4B | $241.5M | 11 | 500 |
| Jun 2011 | $1.6B | $1.3B | $253.7M | -- | -- |
| May 2011 | $1.6B | $1.3B | $253.7M | -- | -- |
| Sep 2009 | $1.3B | $1.1B | $246.4M | -- | -- |
| Mar 2009 | $1.3B | $1.1B | $246.4M | -- | -- |
| Nov 2007 | $1.7B | $1.3B | $374.1M | -- | -- |
| May 2007 | $1.5B | $1.1B | $386.9M | -- | -- |
| Mar 2007 | $1.5B | $1.1B | $386.9M | -- | -- |
| Mar 2007 | $1.5B | $1.1B | $386.9M | -- | -- |
| Mar 2006 | $1.4B | $1B | $408.2M | -- | -- |
| Jan 2006 | $1.6B | $1.2B | $423.6M | -- | -- |
| Nov 2005 | $1.6B | $1.2B | $423.6M | -- | -- |
| Oct 2005 | $1.6B | $1.2B | $423.6M | -- | -- |
| Jun 2005 | $1.6B | $1.2B | $423.6M | -- | -- |
| Mar 2004 | $1.5B | $1.1B | $437M | -- | -- |
| Nov 2003 | $1.3B | $880.8M | $446.2M | -- | -- |
| Mar 2002 | $1.4B | $848.5M | $566.1M | -- | -- |
| Aug 2001 | $1.6B | $897.7M | $689.8M | -- | -- |
DateMay 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$261.5M
Employees22
Clients16
DateApr 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$261.5M
Employees22
Clients16
DateMar 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$261.5M
Employees22
Clients16
DateJun 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$210.2M
Employees20
Clients21
DateJun 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$210.2M
Employees20
Clients21
DateMar 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$210.2M
Employees20
Clients21
DateMar 2019
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$183.8M
Employees20
Clients16
DateOct 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$189.1M
Employees22
Clients30
DateOct 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$189.1M
Employees22
Clients30
DateAug 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$189.1M
Employees22
Clients30
DateApr 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$189.1M
Employees22
Clients30
DateMar 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$189.1M
Employees22
Clients30
DateMar 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$189.1M
Employees22
Clients30
DateMar 2017
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$303.1M
Employees22
Clients700
DateJun 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$253.2M
Employees23
Clients600
DateMar 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$253.2M
Employees23
Clients600
DateMar 2016
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$373.5M
Employees18
Clients500
DateAug 2015
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$373.5M
Employees18
Clients500
DateMar 2015
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$373.5M
Employees18
Clients500
DateMar 2014
Total AUM$2B
Discretionary$1.6B
Non-Disc.$410.8M
Employees20
Clients500
DateMar 2013
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$352.4M
Employees20
Clients500
DateSep 2012
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$241.5M
Employees11
Clients500
DateMar 2012
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$241.5M
Employees11
Clients500
DateJun 2011
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.7M
Employees--
Clients--
DateMay 2011
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.7M
Employees--
Clients--
DateSep 2009
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$246.4M
Employees--
Clients--
DateMar 2009
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$246.4M
Employees--
Clients--
DateNov 2007
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$374.1M
Employees--
Clients--
DateMay 2007
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$386.9M
Employees--
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$386.9M
Employees--
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$386.9M
Employees--
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$1B
Non-Disc.$408.2M
Employees--
Clients--
DateJan 2006
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$423.6M
Employees--
Clients--
DateNov 2005
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$423.6M
Employees--
Clients--
DateOct 2005
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$423.6M
Employees--
Clients--
DateJun 2005
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$423.6M
Employees--
Clients--
DateMar 2004
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$437M
Employees--
Clients--
DateNov 2003
Total AUM$1.3B
Discretionary$880.8M
Non-Disc.$446.2M
Employees--
Clients--
DateMar 2002
Total AUM$1.4B
Discretionary$848.5M
Non-Disc.$566.1M
Employees--
Clients--
DateAug 2001
Total AUM$1.6B
Discretionary$897.7M
Non-Disc.$689.8M
Employees--
Clients--