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BADGLEY PHELPS WEALTH MANAGERS, LLC, CRD 315440
SEATTLE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEVEN CLEMMER PHELPS | Chartered Financial Analyst|Chartered Investment Counselor | Seattle, WA | 5 | 39 | 1 | no |
| TIMOTHY JOHN THOMAS | Chartered Financial Analyst | Seattle, WA | 5 | 31 | 1 | no |
| CURTIS LEE PEPIN | n/a | Seattle, WA | 5 | 31 | 1 | no |
| JAMES KEVIN CALLAGHAN | n/a | Seattle, WA | 5 | 43 | 1 | no |
| CALVIN MANDEL SPRANGER | Chartered Financial Analyst|Chartered Investment Counselor | Seattle, WA | 5 | 29 | 1 | no |
| JULIE LOUISE PARISIO ROY | Certified Financial Planner|Chartered Financial Analyst | Seattle, WA | 5 | 28 | 3 | no |
| EDWIN JAMES SONDGROTH | Chartered Financial Analyst | Seattle, WA | 5 | 24 | 4 | no |
| MICHAEL ROBERT GERKE | n/a | Seattle, WA | 5 | 25 | 1 | no |
| PATRICK DAVID RODGERS | n/a | Seattle, WA | 5 | 24 | 1 | no |
| WENDY LEIGH TAYLOR | n/a | Seattle, WA | 5 | 25 | 1 | no |
| MICHAEL JOHN SCHULTZ | Chartered Financial Consultant | Seattle, WA | 5 | 22 | 1 | no |
| MITCHELL T STEINER | n/a | Seattle, WA | 5 | 10 | 1 | no |
| KATHERINE DEWERT WHAM | Chartered Financial Analyst | Seattle, WA | 5 | 17 | 1 | no |
| MEGAN ELIZABETH WILEY | Certified Financial Planner | Crozet, VA | SEATTLE, WA | 5 | 11 | 2 | no |
| Natalie Athena Mackey | n/a | Seattle, WA | 5 | 13 | 1 | no |
| KELSEY ELIZABETH LICHTTENEGGER | n/a | SEATTLE, WA | 4 | 10 | 1 | no |
| Anna Josephine Inveen | Certified Financial Planner | SEATTLE, WA | 3 | 12 | n/a | no |
| Johan Erik Strand | Chartered Financial Analyst | SEATTLE, WA | 3 | 18 | n/a | no |
| SOREN MILO ERICKSON | Chartered Financial Analyst | SEATTLE, WA | 2 | 14 | 4 | no |
| JACOB CRAWFORD KOODRICH | Chartered Financial Analyst | SEATTLE, WA | 2 | 15 | 1 | no |
| David Michael Berdine | n/a | SEATTLE, WA | 2 | 30 | 1 | no |
| BEN JAMES DUNCANSON | Certified Financial Planner | Boise, ID | SEATTLE, WA | 1 | 12 | 2 | no |
| HOWARD DAVIS MIRACLE | n/a | SEATTLE, WA | 0 | 40 | 3 | no |
| GREGORY SCOTT ROBINSON | Chartered Financial Analyst | SEATTLE, WA | 0 | 39 | 1 | no |
| Payton Priscilla Chipley | n/a | SEATTLE, WA | 0 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CALLAGHAN, JAMES, KEVIN | WEALTH MANAGER | Na | yes | 06/2021 | Mar 31, 2026 | Mar 31, 2026 |
| FOCUS OPERATING, LLC | MEMBER (MANAGER) | E | yes | 06/2021 | Mar 31, 2026 | Mar 31, 2026 |
| GERKE, MICHAEL, ROBERT | WEALTH MANAGER | Na | yes | 01/2025 | Mar 31, 2026 | Mar 31, 2026 |
| PARISIO ROY, JULIE, LOUISE | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER WEALTH MANAGER | Na | yes | 06/2021 | Mar 31, 2026 | Mar 31, 2026 |
| PEPIN, CURTIS, LEE | DIRECTOR OF MARKETING | Na | yes | 06/2021 | Mar 31, 2026 | Mar 31, 2026 |
| PHELPS, STEVEN, CLEMMER | WEALTH MANAGER | Na | yes | 06/2021 | Mar 31, 2026 | Mar 31, 2026 |
| RODGERS, PATRICK, DAVID | WEALTH MANAGER | Na | yes | 01/2022 | Mar 31, 2026 | Mar 31, 2026 |
| SPRATT, DAVID, STEVEN | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | Na | yes | 12/2023 | Mar 31, 2026 | Mar 31, 2026 |
| THOMAS, TIMOTHY, JOHN | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | Na | yes | 01/2025 | Mar 31, 2026 | Mar 31, 2026 |
| WHAM, KATHERINE, DEWERT | WEALTH MANAGER | Na | yes | 01/2023 | Mar 31, 2026 | Mar 31, 2026 |
| WILEY, MEGAN, ELIZABETH | WEALTH MANAGER AND FINANCIAL PLANNER | Na | yes | 01/2022 | Mar 31, 2026 | Mar 31, 2026 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| CLAYTON DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 21, 2023 | Sep 13, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | Member | E | yes | 07/2018 | Jun 22, 2021 | Sep 13, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Jun 22, 2021 | Sep 13, 2024 |
| SPRANGER, CALVIN, MANDEL | FIXED INCOME MANAGER AND WEALTH MANAGER | Na | yes | 06/2021 | Jun 22, 2021 | Sep 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | n/a | Independent wealth | $49B | N | yes | n/a |
| FOCUS RISK SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Ketchum | Id | United States | 1 | no |
| Charlottesville | Va | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $7.3B | $6.9B | 45 | 26 | 3 | n/a | n/a |
| 2024 | Mar 28, 2025 | $5.9B | $5.5B | 43 | 26 | 3 | n/a | n/a |
| 2023 | Mar 28, 2024 | $5.1B | $4.8B | 37 | 22 | 3 | n/a | n/a |
| 2022 | Mar 30, 2023 | $4.2B | $3.9B | 23 | 19 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $4.8B | $4.5B | 24 | 21 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 3.7% | 0 | 0 | 0 | 7 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $7.3B | $5.9B | 23.3% | $4.2B | 20.1% | 45 | 43 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MARSHALL & SULLIVAN, INC. | 2 | Nov 4, 2025 | Nov 4, 2025 | SEATTLE, WA | Team lift out | RIA to RIA | 100.0% |
| BADGLEY PHELPS WEALTH MANAGERS | 18 | Aug 1, 2021 | Aug 2, 2021 | SEATTLE, WA | Firm absorbed | RIA to new firm | 100.0% |