Wealth manager, independent · Bellevue, WA
Tschetter Group
DDD Partners, LLC · SEC-registered investment adviser · CRD 301548 · SEC 801-115160
At a glance
Tschetter Group is an SEC-registered investment adviser based in Bellevue, Washington, with $2.4B in regulatory assets under management as of its Form ADV filed July 10, 2026. It reports 503 individual clients, 171 of them high-net-worth, holding an average of about $3.8 million each, and 24 employees. That ranks it 473rd among the nation’s 5,657 independent wealth management RIAs and 11th of 158 in Washington. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 425-998-9960tschettergroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among independent wealth managers
- #473 of 5,657
- Rank among all SEC RIAs
- #3,273 of 17,210
- Rank in Washington
- #11 of 158
- Individual clients
- 503
- High-net-worth clients
- 171
- Accounts
- 1,558
- Discretionary
- 98% of AUM
- Employees
- 24
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- David W. TschetterPresident
- Dustin L. BrumbaughCEO, CIO
- Richard W. TschetterChairman
- Rick S LeeCOO, CCO
Custody and brokerage
Broker-dealer
No broker-dealer ties
Tschetter Group 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 | 171 | $1.7B | 73% |
| State or municipal government entities | – | $319M | 13% |
| Individuals | 332 | $158M | 7% |
| Corporations or other businesses | 13 | $88M | 4% |
| Pooled investment vehicles | 1 | $82M | 3% |
| Charitable organizations | – | $8M | <1% |
Private funds
Tschetter Group reports 1 private funds with $82M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Tschetter Group 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 pooled investment vehicles
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗tschettergroup.com ↗
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Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Northwest Asset ManagementMercer Island | $4.1B | 2,758 |
| Parcion Private Wealth LLCBellevue | $3.0B | 165 |
| Garde Capital, Inc.Seattle | $2.7B | 462 |
| Kiley Juergens Wealth Management, LLCOlympia | $2.2B | 2,937 |
| Private AdvisoryRedmond | $2.1B | 915 |
| First Pacific Financial, Inc.Vancouver | $1.9B | 1,291 |
Background
Questions
How much does Tschetter Group manage?
Tschetter Group reports $2.4B in regulatory assets under management across 1,558 accounts, 98% of it on a discretionary basis, on its Form ADV filed July 10, 2026.
How many clients does Tschetter Group have?
It reports 503 individual clients: 171 high-net-worth individuals and 332 other individuals. Individuals account for about 79% of its regulatory assets.
Where is Tschetter Group headquartered?
Its main office is in Bellevue, Washington. It reports 1 office in total and 24 employees, 15 of whom perform investment advisory functions.
How does Tschetter Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; 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 Tschetter Group use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 10, 2026, it reports these amounts held: Charles Schwab ($2.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Tschetter Group a hybrid RIA with a broker-dealer?
Tschetter Group reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Tschetter Group a fiduciary?
As an SEC-registered investment adviser, Tschetter Group 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 Tschetter Group’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 (2026-07-10), 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 →