Basecamp Wealth Advisors, LLC logo

Basecamp Wealth Advisors, LLC

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Client assets under management

$1,076,551,129

Clients

80

100% high-net-worth

Advisors

4

of 4 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

20

Very Low

Average account size

$13,456,889

About

Basecamp Wealth Advisors serves high‑net‑worth individuals, families, related entities, trusts, donor‑advised funds and business clients with integrated wealth management, investment management, financial planning and family‑office services. Its service set explicitly includes coordination with clients’ CPAs and attorneys, bill‑payment coordination, multi‑generational and legacy planning, and access to alternative and custom private investment structures.

The firm emphasizes a long‑term, risk‑aware investment process that blends passive core exposures with selective active sleeves, tactical adjustments, and tax‑aware portfolio implementation; client portfolios are governed by written Investment Policy Statements and ongoing manager due diligence. Basecamp also uses third‑party money managers and conducts regular monitoring and rebalancing to align portfolios with client goals and after‑tax, net‑of‑fee outcomes.

Compared with many team advisers, Basecamp manages roughly $1.08 billion with four advisors—resulting in unusually high AUM per advisor—and maintains a relatively small, concentrated client roster, consistent with a high‑touch model and a $5 million account threshold for new relationships. The firm’s disclosures also note it may act as trustee for certain client accounts (creating imputed custody and surprise‑exam considerations) and that it routinely facilitates access to private investment vehicles and family‑office services, features less common among peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Multi-generational wealth transfer Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments

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Fee options

Fixed

Fixed fee for Wealth Management services, determined by portfolio size, complexity, and other factors; fees are negotiable and subject to annual 3% inflation adjustment.

Other

Account minimum: $5,000,000 Minimum fee: Annual minimum fee of $50,000 for Wealth Management services, waivable at Advisor's discretion.

Main office location

Basecamp Wealth Advisors, LLC

10900 Ne 8 Th Street, #1620

Bellevue WA 98004, United States

Number of offices

1

Most active in

California · New York · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph L

CFA®, Series 63

Bellevue, WA

Basecamp Wealth Advisors, LLC

Joseph Levesque is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Basecamp Wealth Advisors, LLC. His prior roles include positions at Mercer Global Advisors, The Clarius Group, Laird Norton Wealth Management, and Filament LLC. He is a board member of the Seattle Alternative Investment Association. Basecamp Wealth Advisors focuses on serving high-net-worth individuals, families, trusts, and related entities, providing integrated wealth management, investment management, financial planning, and family-office style coordination. The firm employs a long-term, tax-aware investment approach with a core-satellite framework and selective active strategies, emphasizing bespoke services for a selective client base.

Multi-generational wealth transfer Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments
user avatar

Teresa L

Series 65

Bellevue, WA

Basecamp Wealth Advisors, LLC

Teresa Lamar is a Series 65 licensed advisor with 23 years of industry experience. She joined Basecamp Wealth Advisors, LLC in 2025 after previously working at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and business clients with integrated wealth management, investment management, financial planning, and family-office services. The firm employs a long-term, risk-aware investment approach combining passive core exposures with selective active strategies and tax-aware implementation, managing approximately $1.08 billion with a concentrated client roster and a high-touch service model.

Multi-generational wealth transfer Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments
user avatar

Brian J

Series 65

Bellevue, WA

Basecamp Wealth Advisors, LLC

Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, with 19 years of industry experience. He holds a Series 65 designation and previously worked at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors primarily serves high-net-worth individuals, families, trusts, donor-advised funds, and certain business clients, offering integrated wealth management and family-office style coordination. The firm emphasizes long-term, tax-aware investment strategies with a selective client base and a focus on bespoke services.

Multi-generational wealth transfer Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments
user avatar

Lin G

CFA®

Bellevue, WA

Basecamp Wealth Advisors, LLC

Lin Gong is a CFA® charterholder with 18 years of industry experience. He has worked at Basecamp Wealth Advisors, LLC since 2025 and previously held roles at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors primarily serves high-net-worth individuals, families, and related entities, offering integrated wealth management, investment management, financial planning, and family-office style coordination. The firm’s investment approach focuses on long-term, tax-aware outcomes using a core-satellite framework and selective active strategies.

Multi-generational wealth transfer Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments
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