Wealth manager, independent · Bellevue, WA
Basecamp Wealth Advisors, LLC
SEC-registered investment adviser · CRD 334018 · SEC 801-131913
At a glance
Basecamp Wealth Advisors, LLC is an SEC-registered investment adviser based in Bellevue, Washington, with $1.1B in regulatory assets under management as of its Form ADV filed July 15, 2026. It reports 80 individual clients, 80 of them high-net-worth, holding an average of about $13 million each, and 4 employees. That ranks it 1021st among the nation’s 5,657 independent wealth management RIAs and 28th of 158 in Washington. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 425-553-0031basecampwealthadvisors.comAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,021 of 5,657
- Rank among all SEC RIAs
- #5,149 of 17,210
- Rank in Washington
- #28 of 158
- Individual clients
- 80
- High-net-worth clients
- 80
- Accounts
- 271
- Discretionary
- 78% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Joseph N. LevesquePartner, Chief Investment Officer, & Wealth Advisor
- Lin GongPartner, Chief Operating Officer, & Wealth Advisor
- Teresa L. LamarManaging Partner & Wealth Advisor
- Brian R. JohnsonPartner, Chief Compliance Officer, & Wealth Advisor
Custody and brokerage
Broker-dealer
No broker-dealer ties
Basecamp Wealth Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 80 | $1.1B | 100% |
Disciplinary disclosures
Basecamp Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗basecampwealthadvisors.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 3,355 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Avier Wealth AdvisorsBellevue | $1.2B | 583 |
| Fortis Capital Management LLCBellevue | $1.2B | 665 |
| Capital Advisors Wealth ManagementYakima | $1.1B | 993 |
| Fulcrum Capital, LLCSeattle | $1.1B | 296 |
| Baker Ellis Asset Management LLCVancouver | $1.0B | 334 |
Background
Questions
How much does Basecamp Wealth Advisors, LLC manage?
Basecamp Wealth Advisors, LLC reports $1.1B in regulatory assets under management across 271 accounts, 78% of it on a discretionary basis, on its Form ADV filed July 15, 2026.
How many clients does Basecamp Wealth Advisors, LLC have?
It reports 80 individual clients: 80 high-net-worth individuals and 0 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Basecamp Wealth Advisors, LLC headquartered?
Its main office is in Bellevue, Washington. It reports 2 offices in total and 4 employees, 4 of whom perform investment advisory functions.
How does Basecamp Wealth Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Basecamp Wealth Advisors, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 15, 2026, it reports these amounts held: Fidelity ($697M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Basecamp Wealth Advisors, LLC a hybrid RIA with a broker-dealer?
Basecamp Wealth Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Basecamp Wealth Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Basecamp Wealth Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Basecamp Wealth Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →