BASECAMP WEALTH ADVISORS, LLC

BASECAMP WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 334018). Regulatory assets under management: $1.1B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Joseph Norman LevesqueCHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND CHIEF EXECUTIVE OFFICER; MEMBER (+1 more)
Lin GongMEMBER; PARTNER, CHIEF OPERATING OFFICER, & WEALTH ADVISOR
Teresa L LamarMANAGING PARTNER & WEALTH ADVISOR; MEMBER
Brian Ray JohnsonMEMBER; PARTNER, CHIEF COMPLIANCE OFFICER, & WEALTH ADVISOR
Teresa Lynn LamarMANAGING PARTNER & WEALTH ADVISOR
Teresa L. LamarMANAGING PARTNER & WEALTH ADVISOR; MEMBER

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