Basecamp Wealth Advisors, LLC
● SEC registered since 2025CRD 334018SEC# 801-131913Bellevue, WA
Reg. AUM
$1.08B
Employees
4
Accounts
271
Location
Bellevue, WA
About Basecamp Wealth Advisors
Basecamp Wealth Advisors is a boutique investment and wealth advisory firm serving ultra-high-net-worth families. It positions itself as a financial basecamp that helps clients simplify complex wealth, organize planning, and free time for family, adventure, and community.
Summary based on the firm’s website.
Basecamp Wealth Advisors, LLC assets under management
Basecamp Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2025. It reports $1.1 billion in regulatory assets under management and employs 4 people.
Basecamp Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Basecamp Wealth Advisors, LLC Control | Owner | Over 75% | 2025 |
| Brian Ray Johnson Control | Partner, Chief Compliance Officer, & Wealth Advisor | 10-25% | 2025 |
| Joseph Norman Levesque Control | Partner, Chief Investment Officer, & Wealth Advisor | 10-25% | 2025 |
| Lin Gong Control | Partner, Chief Operating Officer, & Wealth Advisor | 10-25% | 2025 |
| Teresa Lynn Lamar Control | Managing Partner & Wealth Advisor | 25-50% | 2025 |
Frequently asked questions
How much does Basecamp Wealth Advisors, LLC manage?
Basecamp Wealth Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Basecamp Wealth Advisors, LLC have?
Basecamp Wealth Advisors, LLC reports 4 employees.
Where is Basecamp Wealth Advisors, LLC located?
Basecamp Wealth Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2025.
Does Basecamp Wealth Advisors, LLC disclose fund performance?
Basecamp Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10900 NE 8th Street, #1620, Bellevue, WA 98004 |
| Phone | 425-553-0031 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 22%
Jun '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $836.4MNon-discretionary $240.2M