Natalie Athena Mackey
Investment adviser representative at Badgley Phelps Wealth Managers
13 yearsExperience
1 stateRegistered in
$7.3BFirm assets
5 yearsFirm in business
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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
13 years in the industry.
- Badgley Phelps Wealth Managers, LLCSep 2018 to now
- A.E.G. FacilitiesApr 2017 to Oct 2018
- Little CaesarsMay 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7313378
- Firm CRD
- 315440