BADGLEY PHELPS WEALTH MANAGERS, LLC
Legal name: BADGLEY PHELPS WEALTH MANAGERS
CRD #315440 SEC #801-121830 SEATTLE, WA 206-623-6172
SEC Registered
Total AUM
$5.9B
Discretionary
$5.5B
Employees
43
Clients
251
Accounts
2,875
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $5.9B | $5.5B | $383.6M | 43 | 25 |
| Mar 2025 | $5.9B | $5.5B | $383.6M | 43 | 25 |
| Mar 2025 | $5.1B | $4.8B | $355.5M | 37 | 35 |
| Sep 2024 | $5.1B | $4.8B | $355.5M | 37 | 35 |
| Aug 2024 | $5.1B | $4.8B | $355.5M | 37 | 35 |
| Jun 2024 | $5.1B | $4.8B | $355.5M | 37 | 35 |
| Mar 2024 | $5.1B | $4.8B | $355.5M | 37 | 35 |
| Jan 2024 | $4.2B | $3.9B | $337.4M | 23 | 35 |
| Nov 2023 | $4.2B | $3.9B | $337.4M | 23 | 35 |
| Nov 2023 | $4.2B | $3.9B | $337.4M | 23 | 35 |
| Sep 2023 | $4.2B | $3.9B | $337.4M | 23 | 35 |
| Sep 2023 | $4.2B | $3.9B | $337.4M | 23 | 35 |
| Mar 2023 | $4.2B | $3.9B | $337.4M | 23 | 35 |
| Mar 2023 | $4.8B | $4.5B | $277.9M | 24 | 42 |
| Dec 2022 | $4.8B | $4.5B | $277.9M | 24 | 42 |
| Nov 2022 | $4.8B | $4.5B | $277.9M | 24 | 42 |
| Aug 2022 | $4.8B | $4.5B | $277.9M | 24 | 42 |
| Mar 2022 | $4.8B | $4.5B | $277.9M | 24 | 42 |
| Sep 2021 | $4.4B | $4.1B | $279.4M | 22 | 0 |
| Sep 2021 | $4.4B | $4.1B | $279.4M | 22 | 0 |
| Aug 2021 | $0 | $0 | $0 | 22 | 0 |
| Jun 2021 | $0 | $0 | $0 | 22 | 0 |
DateMay 2025
Total AUM$5.9B
Discretionary$5.5B
Non-Disc.$383.6M
Employees43
Clients25
DateMar 2025
Total AUM$5.9B
Discretionary$5.5B
Non-Disc.$383.6M
Employees43
Clients25
DateMar 2025
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$355.5M
Employees37
Clients35
DateSep 2024
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$355.5M
Employees37
Clients35
DateAug 2024
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$355.5M
Employees37
Clients35
DateJun 2024
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$355.5M
Employees37
Clients35
DateMar 2024
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$355.5M
Employees37
Clients35
DateJan 2024
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$337.4M
Employees23
Clients35
DateNov 2023
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$337.4M
Employees23
Clients35
DateNov 2023
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$337.4M
Employees23
Clients35
DateSep 2023
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$337.4M
Employees23
Clients35
DateSep 2023
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$337.4M
Employees23
Clients35
DateMar 2023
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$337.4M
Employees23
Clients35
DateMar 2023
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$277.9M
Employees24
Clients42
DateDec 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$277.9M
Employees24
Clients42
DateNov 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$277.9M
Employees24
Clients42
DateAug 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$277.9M
Employees24
Clients42
DateMar 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$277.9M
Employees24
Clients42
DateSep 2021
Total AUM$4.4B
Discretionary$4.1B
Non-Disc.$279.4M
Employees22
Clients0
DateSep 2021
Total AUM$4.4B
Discretionary$4.1B
Non-Disc.$279.4M
Employees22
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0