Bellevue Asset Management, LLC
Bellevue Asset Management, LLC is an SEC-registered wealth manager in Bellevue, WA with $393.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Bellevue Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129194, SEC 801-62579, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $393.7M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 2
- Clients
- 219
- CRD
- 129194
- Ownership
- HEBNER, LAWRENCE, CHARLES; RIDGE, PATSY, LYNN; VILA, MICHAEL, RAMIREZ; MCVEY, JILL, CHRISTINE
How much AUM does Bellevue Asset Management, LLC have?
Bellevue Asset Management, LLC reported $393.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Bellevue Asset Management, LLC?
Disclosed owners and executives of Bellevue Asset Management, LLC include HEBNER, LAWRENCE, CHARLES, RIDGE, PATSY, LYNN, VILA, MICHAEL, RAMIREZ, MCVEY, JILL, CHRISTINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.