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Wendy Leigh Taylor

Badgley Phelps Wealth Managers

Seattle, WA

CRD 4557307

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Employer firm

Badgley Phelps Wealth Managers CRD 315440

$7.28B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-08-02
  • WA RA
    APPROVED
    Since 2021-08-02

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers Seattle WA 06/2016 08/2021
Badgley Phelps Wealth Managers, Llc Seattle WA 08/2021 01/2022
Badgley Phelps Wealth Managers, Llc Seattle WA 01/2022 Present
  • 06/2016 → 08/2021
    Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers
    Seattle, WA
  • 08/2021 → 01/2022
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
  • 01/2022 → Present
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
Previous Registrations
  • 2001-04-18 → 2021-08-01
    Badgley Phelps Wealth Managers
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-24
  • S65 Uniform Investment Adviser Law Examination
    2001-02-24
Other Names
  • Wendy Leigh Swanson
  • Wendy Leigh Miller
  • Wendy Leigh Taylor

View on SEC IAPD

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