Bellevue Asset Management WA-LLC logo

Bellevue Asset Management WA-LLC Employee Directory

Financial ServicesWashington, United States2-10 Employees

Bellevue Asset Management WA-LLC is a wealth management firm based in Bellevue, Washington, operating in the financial services industry. It is registered with the U.S. Securities and Exchange Commission as an Investment Advisor and provides comprehensive financial planning and tailored portfolio management. The firm uses a fee-only compensation model, meaning it does not earn commissions on the sale of investments.

Its services are aimed at individuals seeking integrated financial planning and customized investment management. Based in Bellevue, the firm operates with a small team. By charging fees only, it does not receive commissions from investment sales.

Find Bellevue Asset Management WA-LLC employees' phone numbers or email addresses

Bellevue Asset Management WA-LLC Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Europe
1

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  • Switzerland
    1

Oceania
1

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  • Australia
    1

Bellevue Asset Management WA-LLC's Leadership

  • Stylized image of a person
    G. G.
    Partner, Wealth Advisor, Director Of Financial Planning At Waverly Advisors, Llc
  • Stylized image of a person
    J. N.
    Vice-President
  • Stylized image of a person
    B. B.
    Director
  • Stylized image of a person
    A. G.
    Senior Client Consultant
  • Stylized image of a person
    E. L.
    Principal
  • Stylized image of a person
    J. R.
    Principal
  • Stylized image of a person
    V. M.
    Principal
  • Stylized image of a person
    C. C.
    Administration

Bellevue Asset Management WA-LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Bellevue Asset Management WA-LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. G.
    Partner, Wealth Advisor, Director Of Financial Planning At Waverly Advisors, Llc
    Oct 18, 2024
  • Stylized image of a person
    J. N.
    Vice-President
    Oct 17, 2024
  • Stylized image of a person
    B. B.
    Director
    AustraliaQueensland
    Aug 11, 2025
  • Stylized image of a person
    A. G.
    Senior Client Consultant
    Oct 22, 2024
  • Stylized image of a person
    E. L.
    Principal
    Oct 18, 2024
  • Stylized image of a person
    J. R.
    Principal
    Oct 23, 2024
  • Stylized image of a person
    V. M.
    Principal
    Oct 21, 2024
  • Stylized image of a person
    C. C.
    Administration
    Oct 16, 2024
  • Stylized image of a person
    O. C.
    Network Technician
    Oct 16, 2024
  • Stylized image of a person
    J. K.
    SwitzerlandZurich
    Feb 26, 2024

Frequently Asked Questions

What is Bellevue Asset Management WA-LLC known for?

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Bellevue Asset Management WA-LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Bellevue Asset Management WA-LLC's company overview page for more information.

What is Bellevue Asset Management WA-LLC's most common email format?

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Bellevue Asset Management WA-LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bellevue Asset Management WA-LLC email formats with LeadIQ.

How many employees does Bellevue Asset Management WA-LLC have currently?

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Bellevue Asset Management WA-LLC has approximately 2 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Bellevue Asset Management WA-LLC's key employees and leadership?

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As of August 2026, Bellevue Asset Management WA-LLC's key employees include:

  • Partner, Wealth Advisor, Director Of Financial Planning At Waverly Advisors, Llc: G. G.
  • Vice-President: J. N.
  • Director: B. B.
  • Senior Client Consultant: A. G.
  • Principal: E. L.

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