About Us

Bellevue Asset Management was formed in June 2003 by the principals who were a top-producing team at Oppenheimer and Co. in Seattle. Believing that planning based approach with a fee only compensation structure would be better for their clients, the team left Oppenheimer to start the new company.

Today, Bellevue Asset Management LLC is a fee-only investment manager overseeing more than $160 million in client assets. The firm is registered with the SEC as an Investment Advisor and offers its clients comprehensive financial planning services and customized portfolio management.