# Basecamp Wealth Advisors, LLC

> Basecamp Wealth Advisors, LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 334018
- Filed as: BASECAMP WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334018
- AdvisorCensus page: https://advisorcensus.com/firm/basecamp-wealth-advisors-llc-bellevue-wa-334018

## Quick answers

**How is Basecamp Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Basecamp Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Basecamp Wealth Advisors, LLC located?**
Basecamp Wealth Advisors, LLC's principal office is in Bellevue, WA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Basecamp Wealth Advisors, LLC registered with the SEC or a state?**
Basecamp Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334018.

**How much does Basecamp Wealth Advisors, LLC manage?**
Basecamp Wealth Advisors, LLC reports $1,076,551,129 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (78% discretionary).

**How have Basecamp Wealth Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Basecamp Wealth Advisors, LLC: Regulatory assets under management: $882,305,000 in the October 2025 data and $1,076,551,129 in the October 2026 data, up 22%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Basecamp Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (80).

**Which custodians does Basecamp Wealth Advisors, LLC use?**
Basecamp Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Basecamp Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334018

**Does Basecamp Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "Our firm generally requires a minimum account balance of $ 5,000,000 to open and maintain an account with us, although our firm may waive that minimum from time to time at our sole discretion."

**What changed in Basecamp Wealth Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Added an office in Eagle, ID. Registered or notice-filed in ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Our firm generally requires a minimum account balance of $ 5,000,000 to open and maintain an account with us, although our firm may waive that minimum from time to time at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,076,551,129
- Discretionary: $836,368,406
- Non-discretionary: $240,182,723

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 80 | $1,076,551,129 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Eagle, ID

### Websites listed on Form ADV (Item 1.I)
- basecampwealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $882,305,000 | 4 | June 4, 2025 |
| October 2026 | $1,076,551,129 | 4 | July 15, 2026 |

Regulatory assets under management: $882,305,000 in the October 2025 data and $1,076,551,129 in the October 2026 data, up 22%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Eagle, ID.
- Registered or notice-filed in ID.

### April 2026
- Regulatory assets under management went from $882,305,000 to $1,076,551,129 (+22%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Basecamp Wealth Advisors, LLC (CRD 334018): Form ADV filing data as of October 2026.