This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 21, 2025 and July 10, 2026, reported AUM increased 11.8%, from $2.1B to $2.4B.
Across 5 reported observations, AUM increased 62.4% between August 18, 2022 and July 10, 2026, from $1.5B to $2.4B.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 15 advisory representatives and 517 clients, or 34.5 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 10, 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 Tschetter Group's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Tschetter Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
John Robinson Bosworth
Senior Associate
- CRD
- #8110585
DANIEL S COSTELLO
Associate
- CRD
- #5948195
Showing 2 of 16 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 |
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
Tschetter Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tschetter Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.