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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
About Tschetter Group
Tschetter Group is a Bellevue, WA wealth manager providing investment management and goals-based financial/retirement planning, with a strong focus on diversifying concentrated positions (employer stock, business, real estate, inherited holdings). Portfolios use time-tested strategies and a mix of stocks, bonds, real estate and other assets, supported by ongoing goal and net-worth tracking plus family-office coordination. Client portal runs on Orion; custody includes Schwab.
Team overview
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Client Personas
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Owner & Executives
DUSTIN LOYAL BRUMBAUGH
Advisor, Chief Executive Officer, Chief Investment Officer
- CRD
- #4351924
- Ownership
- Less than 5%
RICK S LEE
Chief Compliance Officer, Chief Operating Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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TRAVIS DEAN BOMGARDNER
Advisor
- CRD
- #5002162
John Robinson Bosworth
Senior Associate
- CRD
- #8110585
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,344,965,498 | $1,563,310 |
| Non-Discretionary | $45,432,464 | $783,318 |
| Total | $2,390,397,962 | $1,534,273 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | 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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