Katherine Dewert Wham
Investment adviser representative at Badgley Phelps Wealth Managers
17 yearsExperience
1 stateRegistered in
CFADesignation
$7.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Badgley Phelps Wealth Managers, LLCAug 2021 to now
- Badgley, Phelps & Bell, Inc. dba Badgley Phelps Wealth ManagersOct 2018 to Aug 2021
- Badgley Phelps & Bell, Inc. dba Badgley Phelps Wealth ManagersSep 2017 to Sep 2018
- Quasar Distributors, LLCMay 2009 to Sep 2017
- Rainier Investment MgmtMar 2009 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (WA).
Badgley Phelps Wealth Managers
Legal name: Badgley Phelps Wealth Managers, LLC
$7.3BAssets managed
1,356Clients
28Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5416174
- Firm CRD
- 315440