Badgley Phelps Wealth Managers
Investment Management • 
Seattle, Washington, United States • 21-50 Employees
Company overview
| Headquarters | 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101, US |
| Phone number | +12066236172 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Investment Management |
| Founded | 1966 |
| Employees | 21-50 |
| Socials |
Key Contacts at Badgley Phelps Wealth Managers
Curtis Pepin
Director Of Marketing And Wealth Manager
Kelsey Lichttenegger
Director Of Client Service
Badgley Phelps Wealth Managers Email Formats
Badgley Phelps Wealth Managers uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@badgley.com), used 65.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@badgley.com | 67.4% |
{first name}{last name} | johndoe@badgley.com | 25.6% |
{first name}.{last name} | john.doe@badgley.com | 4.7% |
{first initial} | j@badgley.com | 2.3% |
About Badgley Phelps Wealth Managers
Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management, and financial planning, tailoring solutions to meet each client's unique goals and objectives. As a proud partner of Focus Financial since 2021, we provide an expanded array of resources, offering customized, long-term strategies for both planning and investment. Our highly structured approach to managing equity and fixed income portfolios ensures our clients’ financial success. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
Badgley Phelps Wealth Managers revenue & valuation
| Annual revenue | $14,000,000 |
| Revenue per employee | $334,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $44,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Badgley Phelps Wealth Managers has 19 employees across 3 departments.
Departments
Number of employees
Funding Data
Badgley Phelps Wealth Managers has never raised funding before.
Badgley Phelps Wealth Managers Tech Stack
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Frequently asked questions
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