This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.1BItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$836M

Private client RAUM

$1.1BderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$215Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

271

High net worth clients

80

Custody, client assets

$103M

SEC number

801-131913

CRD

334018

Filings on the tape

4

First filed

Feb 7, 2025

Latest filed

Jul 15, 2026

Organised

Limited Liability Company, DE

Website

basecampwealthadvisors.com

• Occurred

  Mar 24, 2026
  Advisor changed firm

  Michael David Martin left Basecamp Wealth Advisors, Llc for D.A. Davidson & Co. (registered 2026-02-11)

  Form ADVobserved 6 days ago
• Occurred

  Feb 10, 2025
  Team lift-out

  3 advisors left Lnw (Seattle, WA) for Basecamp Wealth Advisors, LLC on the same day

  Form ADVobserved 6 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ffd15878-dfa6-8af1-353f-d4ab0d3550af

First observed

Feb 7, 2025

Last observed

Jul 15, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.