Unclaimed Profile

Megan Elizabeth Wiley

BADGLEY PHELPS WEALTH MANAGERS, LLC·SEATTLE, Washington

Series 65Clean record10 years registeredBADGLEY PHELPS WEALTH MANAGERS, LLC

1420 FIFTH AVENUE, SEATTLE, WA 98101CRD# 6338913Firm CRD# 315440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Megan Elizabeth Wiley · SEATTLE, WA

Registration

CRD #6338913 · BADGLEY PHELPS WEALTH MANAGERS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

BADGLEY PHELPS WEALTH MANAGERS

Aug 2021 – present

BADGLEY PHELPS WEALTH MANAGERS

Nov 2019 – Aug 2021

SEATTLE, WA

MOSS ADAMS WEALTH ADVISORS LLC

Oct 2015 – Nov 2019

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 28, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BADGLEY PHELPS WEALTH MANAGERS, LLC

CRD 315440 · SEC 801-121830

AUM

$5.1B

Regulatory assets under management

Employees

2,648 client accounts

Services offered by BADGLEY PHELPS WEALTH MANAGERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BADGLEY PHELPS WEALTH MANAGERS, LLC →

Introduction

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Frequently Asked Questions

What services does Megan Elizabeth Wiley offer?

Megan Elizabeth Wiley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Megan Elizabeth Wiley's credentials?

Megan Elizabeth Wiley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Megan Elizabeth Wiley located?

Megan Elizabeth Wiley is based in SEATTLE, Washington, working with BADGLEY PHELPS WEALTH MANAGERS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Megan Elizabeth Wiley charge for services?

Megan Elizabeth Wiley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BADGLEY PHELPS WEALTH MANAGERS, LLC?

BADGLEY PHELPS WEALTH MANAGERS, LLC has approximately 37 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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