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Managing Partner & Wealth Advisor · Basecamp Wealth Advisors, LLC

Teresa L. Lamar

CRD 3004489 · Named on Form ADV at one SEC-registered adviser

At a glance

Basecamp Wealth Advisors, LLC, an SEC-registered wealth manager based in Bellevue, WA with $1.1 billion in regulatory assets, lists Teresa L. Lamar on its Form ADV as Managing Partner & Wealth Advisor, a control person.

Firms and roles

AtlasMembers

Teresa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joseph N. LevesquePartner, Chief Investment Officer, & Wealth Advisor, Basecamp Wealth Advisors, LLC
  • Lin GongPartner, Chief Operating Officer, & Wealth Advisor, Basecamp Wealth Advisors, LLC
  • Brian R. JohnsonPartner, Chief Compliance Officer, & Wealth Advisor, Basecamp Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Teresa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.