BADGLEY PHELPS WEALTH MANAGERS of SEATTLE, WA is an SEC-registered investment adviser (CRD 315440). Regulatory assets under management: $7.3B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Thomas John | DIRECTOR OF RESEARCH AND WEALTH MANAGER | Sharon, MA |
| Steven Clemmer Phelps | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER; WEALTH MANAGER | — |
| James Kevin Callaghan | CHAIRMAN; WEALTH MANAGER | — |
| Curtis Lee Pepin | DIRECTOR OF MARKETING | — |
| Julie Louise Parisio Roy | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER | — |
| Calvin Mandel Spranger | FIXED INCOME MANAGER AND WEALTH MANAGER | — |
| Timothy John Thomas | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER; DIRECTOR OF RESEARCH AND WEALTH MANAGER | — |
| Patrick David Rodgers | WEALTH MANAGER | — |
| Megan Elizabeth Wiley | FINANCIAL PLANNER; WEALTH MANAGER AND FINANCIAL PLANNER | — |
| Katherine Dewert Wham | WEALTH MANAGER | — |
| David Steven Spratt | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS ADMINSTRATION | — |
| Michael Robert Gerke | WEALTH MANAGER | — |
| PHELPS STEVEN CLEMMER | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER; PRESIDENT AND CIO | — |
| CALLAGHAN JAMES KEVIN | CHAIRMAN | — |
| GUZMAN LISA PEIGHTAL | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS MANAGEMENT | — |
| CARLETTI MITZI WILSON | WEALTH MANAGER AND RESEARCH ANALYST | — |
| SPRATT DAVID STEVEN | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS ADMINSTRATION | — |
| PEPIN CURTIS LEE | DIRECTOR OF MARKETING | — |
| PARISIO ROY JULIE LOUISE | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER; DIRECTOR OF FINANCIAL PLANNING AND WEALTH MANAGER | — |
| SPRANGER CALVIN MANDEL | FIXED INCOME MANAGER AND WEALTH MANAGER | — |
| RODGERS PATRICK DAVID | WEALTH MANAGER | — |
| WILEY MEGAN ELIZABETH | FINANCIAL PLANNER | — |
| WHAM KATHERINE DEWERT | WEALTH MANAGER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLOTTESVILLE | VA | 1 | (206) 623-6172 |
| KETCHUM | ID | 1 | (206)623-6172 |
| — | — | 1 | (206)623-6172 |
| CHARLOTTESVILLE | VA | 1 | (206) 623-6172 |
| KETCHUM | ID | 1 | (206)623-6172 |
| — | — | 1 | (206)623-6172 |