Basecamp Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Basecamp Wealth Advisors serves high‑net‑worth individuals, families, trusts, donor‑advised funds and related entities, providing integrated wealth management, financial planning, investment management and family‑office services. The firm supports multi‑generational planning, estate and tax coordination, insurance review, cash‑flow management and other concierge-style services commonly associated with affluent households.
The firm constructs tailored, tax‑aware portfolios with a long‑term orientation, blending passive and selective active strategies, strategic asset allocation, and ongoing rebalancing guided by individualized investment policy statements. It employs third‑party managers and a disciplined due‑diligence process, and incorporates alternative and private investments where suitable for a client’s objectives and liquidity profile.
Basecamp is noteworthy for its relatively high level of assets per advisor — managing roughly $1.08 billion across five advisors with an approximately 80‑client roster — reflecting a focus on deeply managed, higher‑touch relationships rather than mass retail accounts. The firm emphasizes family‑office coordination (bill payment facilitation, financial education for family members, CPA and attorney coordination) and offers access to custom private investment structures, while operating as a recently formed advisory practice.
Client services
Expertise
Fee options
Account minimum: $5,000,000 Minimum fee: Annual minimum fee of $50,000 for Wealth Management services, waivable at advisor's discretion Fee-only: Fixed fees for Wealth Management services determined by portfolio size, complexity, and other factors; maximum annual fee for Investment Management services up to 0.75% of assets under management
Main office
10900 NE 8th Street, #1620
Bellevue WA 98004
Advisors at this office
5
Most active in
California · Idaho · 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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Casey B
Series 63, Series 65
Bellevue, WA
Basecamp Wealth Advisors, LLC
Casey Broderick is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Basecamp Wealth Advisors in 2026, he worked at The Caprock Group, Inc. for five years and Charles Schwab & Co for three years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm emphasizes tailored, tax-aware portfolios and multi-generational planning, managing approximately $1.08 billion across five advisors.
Joseph L
CFA®, Series 63
Bellevue, WA
Basecamp Wealth Advisors, LLC
Joseph Levesque III is a CFA® charterholder with nine years of industry experience. He is currently with Basecamp Wealth Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Mercer Global Advisors, The Clarius Group, Laird Norton Wealth Management, and Filament LLC. He serves as a board member of the Seattle Alternative Investment Association. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities with integrated wealth management and family-office services. The firm constructs tailored, tax-aware portfolios using a blend of passive and selective active strategies and emphasizes a high level of personalized service and family-office coordination.
Teresa L
Series 65
Bellevue, WA
Basecamp Wealth Advisors, LLC
Teresa Lamar is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 23 years of industry experience. She previously worked at LNW Wealth Management, LLC for five years and at Filament, LLC for eleven years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm employs a long-term, tax-aware investment approach that blends passive and selective active strategies, emphasizing tailored portfolios and multi-generational planning.
Brian J
Series 65
Bellevue, WA
Basecamp Wealth Advisors, LLC
Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 19 years of industry experience. He previously worked at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm focuses on tailored, tax-aware portfolios using a blend of passive and active strategies and emphasizes family-office coordination and customized private investment access.
Lin G
CFA®
Bellevue, WA
Basecamp Wealth Advisors, LLC
Lin Gong is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Basecamp Wealth Advisors, LLC, where he has worked since 2025. Prior to joining Basecamp, he was with LNW Wealth Management, LLC for five years and Filament, LLC for thirteen years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm builds tailored, tax-aware portfolios using a blend of passive and selective active strategies, strategic asset allocation, and ongoing rebalancing, focusing on deeper, higher-touch relationships.
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