# BADGLEY PHELPS WEALTH MANAGERS

BADGLEY PHELPS WEALTH MANAGERS of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 315440
- Type: SEC-registered investment adviser
- SEC file number: 801-121830
- Location: 1420 FIFTH AVENUE, SEATTLE, WA, 98101
- Phone: 206-623-6172
- Latest filing: 2026-03-31
- Regulatory AUM: $7.3B
- Discretionary AUM: $6.9B
- Non-discretionary AUM: $380.0M
- Clients: 45
- Accounts: 3,486

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (23)

| 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 | — |


## Branch offices (6)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315440/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315440/similar
- Related entities: https://search.stillhousedata.com/firm/315440/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315440

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.