TSCHETTER GROUP
Latest filing: Mar 28, 2025 (82 days ago)
AUM
$2,137,933,323
18% change vs. 1 year ago
45% change vs. 3 years ago
152% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
21
40% change vs. 1 year ago
110% change vs. 3 years ago
250% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BELLEVUE, WA
2155 112TH AVE NE, BELLEVUE, WA, UNITED STATES, 98004
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.6 |
| Non-Discretionary | $0.6 |
| Total | $2.1 |
| Client | AUM |
|---|---|
| Retail | $1.9 |
| Pooled | $0.1 |
| Institutional | $0.2 |
| Total | $2.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 287 | $0.1 |
| Average Individual AUM | $382,835 | |
| HNW | 153 | $1.8 |
| Average HNW AUM | $11,552,067 | |
| Retail Total | 440 | $1.9 |
| Average Retail AUM | $4,266,682 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.1 |
| Retail SMA AUM | $1.9 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 61% | $1.3 |
| Equity Non-Exch | 5% | $0.1 |
| Govt Agency | 2% | $0.0 |
| Municipal | 4% | $0.1 |
| Sovereign | 1% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 17% | $0.4 |
| Other Pools | 5% | $0.1 |
| Cash | 4% | $0.1 |
| Other | 0% | $0.0 |
| Total | 101% | $2.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RICHARD TSCHETTER | BELLEVUE | WA | S63|1980-10-13 | ||||||
| PETER JACOBS | BELLEVUE | WA | S63|2017-10-11 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| NATHAN MUMFORD | BELLEVUE | WA | S66|2020-06-13|S65|2020-12-12 | ||||||
| DUSTIN BRUMBAUGH | BELLEVUE | WA | S63|2012-08-16|S65|2015-10-01 | CHARTERED FINANCIAL ANALYST | |||||
| TRAVIS BOMGARDNER | BELLEVUE | WA | S66|2005-08-11|S65|2022-09-22 | ||||||
| DAVID TSCHETTER | BELLEVUE | WA | S63|2012-06-18|S65|2013-01-10 | ||||||
| KELLI KINGMA | BELLEVUE | WA | S66|2018-06-16 | CERTIFIED FINANCIAL PLANNER | |||||
| ALDEN GWINN | BELLEVUE | WA | S65|2023-10-21 | ||||||
| DANIEL COSTELLO | BELLEVUE | WA | S66|2016-11-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $2.1 | $0.0 | 0% | 21 | 0 | 0% |
| 2025-04-21 | $2.1 | $0.0 | 0% | 21 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.3 | 18% | 15 | 6 | 40% |
| 2023-04-04 | $1.3 | $0.8 | 60% | 12 | 9 | 75% |
| 2022-04-01 | $1.5 | $0.7 | 45% | 10 | 11 | 110% |
| 2021-04-05 | $1.1 | $1.0 | 94% | 8 | 13 | 162% |
| 2020-04-01 | $0.8 | $1.3 | 152% | 6 | 15 | 250% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| WA, AZ-02/09/2021, CA-05/01/2019, CO-03/18/2022, MT-03/21/2024, OR-03/18/2022, TX-05/01/2019, WA-05/01/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV