$393.7M Total AUM
$393.7M Disc. AUM
-- 3Y CAGR
2 Employees
219 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital signalSummit optima
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
11400 SE 8TH Street Suite 270 Bellevue WA
About Bellevue Asset Management, LLC
Bellevue Asset Management is a privately owned, boutique, fee-only wealth management firm founded in 2003. The team pairs probabilistic financial planning with strategic investment management and risk mitigation, integrating estate and tax planning to build a customized road map around each client’s full financial picture. Advice is commission-free for transparency, with client assets commonly custodied at Charles Schwab.
Team overview
56 AVG AGE
$196.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
22.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Alpha Element Eagle bridge Prime
Client Personas
Radial
Custodian
Vital alpha Atlas glacier Delta
Investment Themes
Prime ember Zenith vector
Investment Vehicles
Unison
Services
Atlas Peak Quantum vector Capital oak Signal Signal Harbor Alpha capital
Technology
Oak Radial
Owner & Executives
M
MICHAEL RAMIREZ VILA
Principal
- CRD
- #3264025
- Ownership
- 50% but less than 75%
(447) 363-5887
signal.ember@glaciercapital.com
in linkedin.com/in/foundation-matrix
J
JILL CHRISTINE MCVEY
Chief Compliance Officer, Principal
- CRD
- #1540771
- Ownership
- 25% but less than 50%
(527) 810-1356
legacy.momentum@radialcapital.com
in linkedin.com/in/foundation-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,677,615 | $663,875 |
| Non-Discretionary | $0 | -- |
| Total | $393,677,615 | $663,875 |
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Separately Managed Accounts
Total SMA Asset: $393,677,615
Public Funds:
6.2% Equity - Exchange:
18.4% Private Funds:
11.0% Cash:
22.8% Corporate - Investment Grade:
10.4% Municipal Bonds:
21.1% U.S. Government/Agency:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $232,185,705 | 6.2% |
| Equity - Exchange | $689,067,254 | 18.4% |
| Private Funds | $411,942,380 | 11.0% |
| Cash | $853,844,206 | 22.8% |
| Corporate - Investment Grade | $389,472,796 | 10.4% |
| Municipal Bonds | $790,180,384 | 21.1% |
| U.S. Government/Agency | $378,238,004 | 10.1% |
| Total | $3,744,930,729 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA MATRIX | RIDGE GLACIER | R918ZP46M | ZMG | 6.61% | $73,076,368 |
| EAGLE SIGNAL LEGACY | BEACON PIONEER | TJ8LIM73T | VJI | 4.63% | $39,431,033 |
| GLACIER VITAL LEGACY | OAK LEGACY | 3TTRQ10CO | KFVP | 4.22% | $61,027,920 |
| PRIME OAK PIONEER | UNISON SIGNAL | VSRD42HUV | UVECN | 11.15% | $36,669,832 |
| ATLAS PATHWAY INSIGHT | HORIZON PRIME | 70WDSOKE3 | NQU | 1.92% | $17,828,989 |
| OPTIMA INSIGHT PATHWAY | DELTA LEGACY | C4JCLTUI3 | ZKMGH | 4.86% | $36,288,093 |
| LEGACY LEGACY GLACIER | BRIDGE BRIDGE | J8W2Z9XN5 | TOGV | 1.96% | $30,557,136 |
| VITAL CREST | VITAL MERIDIAN | YBPDN178W | GEXM | 12.31% | $70,131,327 |