Overview
Assets Under Management: $1.1 billion
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 80
Average Client Assets: $13.5 million
Frequently Asked Questions
BASECAMP WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334018), BASECAMP WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BASECAMP WEALTH ADVISORS, LLC is headquartered in BELLEVUE, WA.
BASECAMP WEALTH ADVISORS, LLC serves 80 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, BASECAMP WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BASECAMP WEALTH ADVISORS, LLC manages $1.1 billion in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, BASECAMP WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $13.5 million
Total Client Accounts: 271
Discretionary Accounts: 234
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 334018
Filing ID: 2052967
Last Filing Date: 2026-03-24 17:04:27