BASECAMP WEALTH ADVISORS, LLC
CRD #334018 SEC #801-131913 BELLEVUE, WA 425-553-0031
SEC Registered
Total AUM
$882.3M
Discretionary
$759.3M
Employees
4
Clients
0
Accounts
187
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GONG, LIN | I | PARTNER, CHIEF OPERATING OFFICER, & WEALTH ADVISOR | NA | Control |
| JOHNSON, BRIAN, RAY | I | PARTNER, CHIEF COMPLIANCE OFFICER, & WEALTH ADVISOR | NA | Control |
| LAMAR, TERESA, LYNN | I | MANAGING PARTNER & WEALTH ADVISOR | NA | Control |
| LEVESQUE, JOSEPH, NORMAN | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| LEVESQUE, JOSEPH, NORMAN | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND CHIEF EXECUTIVE OFFICER | NA | Control |
| LEVESQUE, JOSEPH, NORMAN | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND CHIEF EXECUTIVE OFFICER | NA | Control |
| LEVESQUE, JOSEPH, NORMAN | I | PARTNER, CHIEF INVESTMENT OFFICER, & WEALTH ADVISOR | NA | Control |
| BASECAMP WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| BC WEALTH ADVISORS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| BC WEALTH ADVISORS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| BC WEALTH ADVISORS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| LAMAR, TERESA, L. | I | MANAGING PARTNER & WEALTH ADVISOR | C | Control |
| LAMAR, TERESA, L. | I | MANAGING PARTNER & WEALTH ADVISOR | C | Control |
| GONG, LIN | I | PARTNER, CHIEF OPERATING OFFICER, & WEALTH ADVISOR | B | Control |
| GONG, LIN | I | PARTNER, CHIEF OPERATING OFFICER, & WEALTH ADVISOR | B | Control |
| JOHNSON, BRIAN, RAY | I | PARTNER, CHIEF COMPLIANCE OFFICER, & WEALTH ADVISOR | B | Control |
| JOHNSON, BRIAN, RAY | I | PARTNER, CHIEF COMPLIANCE OFFICER, & WEALTH ADVISOR | B | Control |
| LEVESQUE, JOSEPH, NORMAN | I | PARTNER, CHIEF INVESTMENT OFFICER, & WEALTH ADVISOR | B | Control |
| LEVESQUE, JOSEPH, NORMAN | I | PARTNER, CHIEF INVESTMENT OFFICER, & WEALTH ADVISOR | B | Control |
Registrations
Federal
IA
Jun 4, 2025 REGISTERED
Notice Filings (3)
CA NY WA
Address
10900 NE 8TH STREET#1620
BELLEVUE, WA 98004
United States
Phone: 425-553-0031