CRD: 334018
Basecamp Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2025
- Office Locations
- 5
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.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
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
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Casey Michael Broderick
--
- CRD
- #7006185
LIN GONG
CHIEF OPERATING OFFICER, PARTNER, WEALTH ADVISOR
- CRD
- #5361158
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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | 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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