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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-26-2021
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between May 16, 2025 and March 31, 2026, reported AUM increased 23.3%, from $5.9B to $7.3B.
Across 5 reported observations, AUM increased 52.7% between December 9, 2022 and March 31, 2026, from $4.8B to $7.3B.
Of the latest reported AUM, 94.8% is discretionary and 5.2% is non-discretionary.
The firm reports 26 advisory representatives and 1,381 clients, or 53.1 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAMES KEVIN CALLAGHAN
WEALTH MANAGER
- CRD
- #2767423
- Ownership
- Less than 5%
MICHAEL ROBERT GERKE
Financial Advisor, General Partner, WEALTH MANAGER
- CRD
- #4557286
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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David Michael Berdine
Wealth Advisor
- CRD
- #2758507
Payton Priscilla Chipley
Associate Wealth Manager
- CRD
- #7341442
Showing 2 of 26 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Badgley Phelps Wealth Managers has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Badgley Phelps Wealth Managers's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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