BELLEVUE ASSET MANAGEMENT, LLC
CRD #129194 SEC #801-62579 BELLEVUE, WA 425-289-1041
SEC Registered
Total AUM
$355.9M
Discretionary
$355.9M
Employees
2
Clients
0
Accounts
579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $355.9M | $355.9M | $0 | 2 | 0 |
| Mar 2024 | $319.3M | $319.3M | $0 | 2 | 0 |
| Jun 2023 | $276.5M | $276.5M | $0 | 2 | 0 |
| Mar 2023 | $276.5M | $276.5M | $0 | 2 | 0 |
| Feb 2022 | $323.6M | $323.6M | $0 | 2 | 0 |
| Nov 2021 | $296.8M | $296.8M | $0 | 2 | 0 |
| Feb 2021 | $296.8M | $296.8M | $0 | 2 | 0 |
| Jun 2020 | $261.8M | $261.8M | $0 | 2 | 0 |
| Mar 2020 | $261.8M | $261.8M | $0 | 2 | 0 |
| Feb 2019 | $212M | $212M | $0 | 2 | 0 |
| Mar 2018 | $211.7M | $211.7M | $0 | 2 | 0 |
| Mar 2017 | $195M | $78.9M | $116M | 2 | 200 |
| Feb 2016 | $183.2M | $74.1M | $109.1M | 2 | 200 |
| Jun 2015 | $220.3M | $61M | $159.3M | 2 | 200 |
| May 2015 | $220.3M | $61M | $159.3M | 2 | 200 |
| Feb 2015 | $220.3M | $61M | $159.3M | 2 | 200 |
| Feb 2014 | $157.2M | $7M | $150.2M | 2 | 200 |
| Sep 2013 | $139.1M | $1.1M | $138M | 2 | 200 |
| Sep 2013 | $139.1M | $1.1M | $138M | 2 | 200 |
| Jun 2013 | $139.1M | $1.1M | $138M | 2 | 200 |
| Mar 2013 | $139.1M | $1.1M | $138M | 2 | 200 |
| Mar 2012 | $132.6M | $0 | $132.6M | 1 | 200 |
| Apr 2011 | $132M | $2.2M | $129.7M | 5 | -- |
| Mar 2011 | $132M | $2.2M | $129.7M | 5 | -- |
| Dec 2010 | $127.5M | $0 | $127.5M | 5 | -- |
| Feb 2009 | $118.7M | $0 | $118.7M | 5 | -- |
| Jan 2006 | $139.5M | $0 | $139.5M | 5 | -- |
| Feb 2005 | $140M | $0 | $140M | 5 | -- |
| Feb 2005 | $140M | $0 | $140M | 5 | -- |
| Jun 2004 | $123.6M | $0 | $123.6M | 5 | -- |
| Mar 2004 | $123.6M | $0 | $123.6M | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$319.3M
Discretionary$319.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$323.6M
Discretionary$323.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$195M
Discretionary$78.9M
Non-Disc.$116M
Employees2
Clients200
DateFeb 2016
Total AUM$183.2M
Discretionary$74.1M
Non-Disc.$109.1M
Employees2
Clients200
DateJun 2015
Total AUM$220.3M
Discretionary$61M
Non-Disc.$159.3M
Employees2
Clients200
DateMay 2015
Total AUM$220.3M
Discretionary$61M
Non-Disc.$159.3M
Employees2
Clients200
DateFeb 2015
Total AUM$220.3M
Discretionary$61M
Non-Disc.$159.3M
Employees2
Clients200
DateFeb 2014
Total AUM$157.2M
Discretionary$7M
Non-Disc.$150.2M
Employees2
Clients200
DateSep 2013
Total AUM$139.1M
Discretionary$1.1M
Non-Disc.$138M
Employees2
Clients200
DateSep 2013
Total AUM$139.1M
Discretionary$1.1M
Non-Disc.$138M
Employees2
Clients200
DateJun 2013
Total AUM$139.1M
Discretionary$1.1M
Non-Disc.$138M
Employees2
Clients200
DateMar 2013
Total AUM$139.1M
Discretionary$1.1M
Non-Disc.$138M
Employees2
Clients200
DateMar 2012
Total AUM$132.6M
Discretionary$0
Non-Disc.$132.6M
Employees1
Clients200
DateApr 2011
Total AUM$132M
Discretionary$2.2M
Non-Disc.$129.7M
Employees5
Clients--
DateMar 2011
Total AUM$132M
Discretionary$2.2M
Non-Disc.$129.7M
Employees5
Clients--
DateDec 2010
Total AUM$127.5M
Discretionary$0
Non-Disc.$127.5M
Employees5
Clients--
DateFeb 2009
Total AUM$118.7M
Discretionary$0
Non-Disc.$118.7M
Employees5
Clients--
DateJan 2006
Total AUM$139.5M
Discretionary$0
Non-Disc.$139.5M
Employees5
Clients--
DateFeb 2005
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--
DateFeb 2005
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--
DateJun 2004
Total AUM$123.6M
Discretionary$0
Non-Disc.$123.6M
Employees5
Clients--
DateMar 2004
Total AUM$123.6M
Discretionary$0
Non-Disc.$123.6M
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--