$7.3B Total AUM
$6.9B Disc. AUM
13.9% 3Y CAGR
45 Employees
1,381 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2021
- Office Locations
- 3
Office Locations
1420 Fifth Avenue Suite 3200 Seattle WA
-- Boise ID
-- Crozet VA
About Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers is a Seattle-based RIA with 3 offices. The firm has been operating for 5 years. Managing $7.3B in total assets under management, with 26 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
45 AVG AGE
$280.0M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
3.7 yrs AVG TENURE
45 Employees
26 Advisory Reps
26 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JAMES KEVIN CALLAGHAN
WEALTH MANAGER
- CRD
- #2767423
- Ownership
- Less than 5%
Available
Available
Available
MICHAEL ROBERT GERKE
Financial Advisor, General Partner, WEALTH MANAGER
- CRD
- #4557286
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 11 owners & executives
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David Michael Berdine
Wealth Advisor
- CRD
- #2758507
Available
Available
Available
Payton Priscilla Chipley
Associate Wealth Manager
- CRD
- #7341442
Available
Available
Available
Showing 2 of 27 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,900,746,830 | $2,052,572 |
| Non-Discretionary | $380,016,427 | $3,064,649 |
| Total | $7,280,763,257 | $2,088,572 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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