Data / Investment advisers / Washington / Tschetter Group
Tschetter Group, Bellevue, WA: $2.4 billion AUM, SEC registered investment adviser
Tschetter Group is an SEC registered investment adviser with its main office in Bellevue, Washington and reports $2.4 billion in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include high net worth individuals, state and municipal governments and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 301548
- SEC file number
- 801-115160
- SEC status
- Approved, effective May 1, 2019
- Legal name
- DDD Partners, LLC
- Main office
- 2155 112th Ave Ne, Bellevue, WA 98004
- Phone
- (425) 998-9960
- Website
- tschettergroup.com
- Regulatory AUM
- $2,390,397,962 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $2,344,965,498
- Non discretionary AUM
- $45,432,464
- Accounts
- 1,558
- Employees
- 24, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $81,530,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 171 | $1.74 billion |
| State or municipal government entities | Fewer than 5 | $318.6 million |
| Individuals (other than high net worth individuals) | 332 | $157.5 million |
| Corporations or other businesses | 13 | $88.3 million |
| Pooled investment vehicles | 1 | $81.5 million |
| Charitable organizations | Fewer than 5 | $7.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.39 billion | March 26, 2026 |
| December 1, 2025 | $2.14 billion | October 21, 2025 |
Other advisers in Bellevue
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | $13.93 billion | 1 | adviserinfo.sec.gov |
| Cercano Management LLC | Bellevue | $7.28 billion | 29 | adviserinfo.sec.gov |
| Evergreen Capital Management LLC | Bellevue | $7.19 billion | 8 | adviserinfo.sec.gov |
| Threadline Wealth | Bellevue | $5.77 billion | Not listed | adviserinfo.sec.gov |
| Parcion Private Wealth LLC | Bellevue | $2.95 billion | Not listed | adviserinfo.sec.gov |
| Goldfinch Partners | Bellevue | $2.09 billion | 7 | adviserinfo.sec.gov |
| SCS | Bellevue | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Auxano Advisors | Bellevue | $1.78 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bellevue, WA
- Investment advisers in Washington
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Tschetter Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.