SEC Form ADV

BELLEVUE ASSET MANAGEMENT, LLC

Firm profile: Bellevue Asset Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA
$393.7M
Assets Under Management
593
Total Clients
2
Employees
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Registration Details

Accession
CRD-129194
Location
BELLEVUE, WA
Filing Date
February 20, 2026
AUM
$393.7M
Total Clients
593
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

BELLEVUE ASSET MANAGEMENT, LLC is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $393.7M in assets across 593 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.