BADGLEY PHELPS WEALTH MANAGERS

Overview

Badgley Phelps Wealth Managers is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm blends financial planning with discretionary portfolio management and the selection of outside advisers, and it charges a mix of percentage-of-AUM, hourly, fixed and other fee structures. Equity exposure is a clear priority: the firm prefers exchange‑traded equities and uses ETFs for exposure and implementation, while retaining the flexibility to use separate managed accounts and third‑party managers where appropriate. Badgley Phelps also acts in a sponsor/manager capacity on certain private vehicles and distributes other financial products as part of its service offering. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices