CRD: 334018
Basecamp Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2025
- Office Locations
- 2
Office Locations
About Basecamp Wealth Advisors, LLC
Basecamp Wealth Advisors, LLC is a Bellevue, WA registered investment adviser providing wealth and financial planning alongside discretionary portfolio management. The firm works with individuals including entrepreneurs, using ETFs, index funds, public equity and fixed income, and may allocate to alternatives such as private credit/equity and real estate. Custody reported with Fidelity/NFS.
Reported data analysis
What the numbers show
Between June 4, 2025 and July 15, 2026, reported AUM increased 22.0%, from $882.3M to $1.1B.
Of the latest reported AUM, 77.7% is discretionary and 22.3% is non-discretionary.
The firm reports 4 advisory representatives and 80 clients, or 20 clients per representative. That equates to $13.5M in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Basecamp Wealth Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Basecamp Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TERESA LYNN LAMAR
Managing Partner, WEALTH ADVISOR
- CRD
- #3004489
- Ownership
- 25% but less than 50%
LIN GONG
CHIEF OPERATING OFFICER, PARTNER, WEALTH ADVISOR
- CRD
- #5361158
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
Casey Michael Broderick
--
- CRD
- #7006185
MICHAEL DAVID MARTIN
--
- CRD
- #5795908
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $836,368,406 | $3,574,224 |
| Non-Discretionary | $240,182,723 | $6,491,425 |
| Total | $1,076,551,129 | $3,972,513 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Basecamp Wealth Advisors, LLC 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
Basecamp Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.