DDD Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 1 private fund.
DDD Partners reports 517 clients. They include 332 individual clients, 171 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 98.1% ($2.34B across 1,500 accounts) are managed with discretion; $45.4M across 58 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 7% |
| High-net-worth individuals | 33% | 73% |
| Pooled investment vehicles | <1% | 3% |
| Charitable organizations | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | 13% |
| Other client typesCorporations and other businesses | 3% | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 332 | $158M | 6.6% | $475K |
| High-net-worth individuals | 171 | $1.74B | 72.7% | $10.2M |
| Pooled investment vehicles | 1 | $81.5M | 3.4% | $81.5M |
| Charitable organizations | Fewer than 5 | $7.6M | 0.3% | — |
| State or municipal government entities | Fewer than 5 | $319M | 13.3% | — |
| Corporations and other businesses | 13 | $88.3M | 3.7% | $6.79M |
| Total | 517 | $2.39B | 100% | — |
- Clients
- 332
- Regulatory AUM
- $158M
- AUM share
- 6.6%
- Avg. per client
- $475K
- Clients
- 171
- Regulatory AUM
- $1.74B
- AUM share
- 72.7%
- Avg. per client
- $10.2M
- Clients
- 1
- Regulatory AUM
- $81.5M
- AUM share
- 3.4%
- Avg. per client
- $81.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.6M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $319M
- AUM share
- 13.3%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $88.3M
- AUM share
- 3.7%
- Avg. per client
- $6.79M
Total
- Clients
- 517
- Regulatory AUM
- $2.39B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 251–500
DDD Partners charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- A separate financial planning fee applies when the firm manages less than $500,000 of household assets; no amount is stated.
Soaring Eagle Ventures, Inc owns 25% to 50% of DDD Partners and is in turn owned by Richard Tschetter (75% or more). The leadership team of DDD Partners includes President David Tschetter. It has 24 employees, 15 of them in advisory roles.
Leadership
- David TschetterPresident
- Dustin BrumbaughCEO, CIO
- Rick LeeCOO, CCO
- Richard TschetterChairman
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- John Robinson Bosworth
- Dustin Loyal Brumbaugh
- Daniel S Costello
- Keaton Dean
- Eli Louis Gripp
- Alden John Gwinn
- Peter S Jacobs
- Amanda Lynn McCarty
- Kelli Nicole Porter
- Henry Bryan Roberts
- Rachel Ann Tolbert
- David William Tschetter
- Richard William Tschetter
- Andrew Garrett Weiss
- Brent Peter Williams
Staff
- 24 employees
- 15 in advisory functions
- 15 state-registered reps
- 1 insurance agent
- Owns 75% or more of DDD Partners, LLC
David Tschetter
Control person · since October 2017
- Owns 25% to 50% of DDD Partners, LLC
Soaring Eagle Ventures, Inc
Control person · since October 2017
- Owns 75% or more of Soaring Eagle Ventures, Inc
Richard Tschetter
Control person · since June 2011
- Owns 25% to 50% of DDD Partners, LLC
Dwtschetter Investments Inc
Control person · since October 2017
- Owns 25% to 50% of DDD Partners, LLC
Brumbaugh Investments Inc
Control person · since October 2017
- Owns 75% or more of Brumbaugh Investments Inc
Dustin Brumbaugh
Control person · since October 2017
DDD Partners’ regulatory assets grew 2.2× from $1.1B (March 2021) to $2.39B (July 2026); clients rose from 210 to 517 and employees from 8 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.39B | 517 | 24 | 1 |
| March 2025 | $2.14B | 451 | 21 | 1 |
| March 2024 | $1.81B | 351 | 15 | 1 |
| January 2023 | $1.34B | 295 | 12 | 1 |
| March 2022 | $1.47B | 261 | 10 | 1 |
| March 2021 | $1.1B | 210 | 8 | 1 |
Besides its headquarters, DDD Partners has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 2155 112th Ave Ne, BellevueHQ
Contact and registration details
- Legal name
- DDD Partners, LLC
- Headquarters
- 2155 112th Ave Ne, Bellevue, WA 98004
- Website
- tschettergroup.com
- Phone
- 425-998-9960
- @tschetter-group
- SEC file
- 801-115160
- Structure
- Washington LLC
- Fiscal year end
- December
DDD Partners uses Charles Schwab ($2.38B) as custodian for its separately managed accounts. DDD Partners has custody of $453M in client assets for 247 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.38B100%
At year end, DDD Partners’ separately managed accounts were mostly in stocks (62%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.6B across 165 positions; the largest are Microsoft Corp. (26.4%), Berkshire Hathaway Inc. Del (3.5%) and Apple Inc. (3.0%).
What the accounts hold
- Stocks62%
- Exchange-traded equities61%
- Non-exchange-traded equities1%
- Funds29%
- Registered funds16%
- Pooled vehicles13%
- Bonds6%
- U.S. government and agency bonds3%
- State and local bonds3%
- Cash3%
Reported 13F holdings
- $1.6B
- Reported 13F value
- 165
- Positions
- 47.1%
- In the 10 largest
- +10.6%
- Value vs. prior quarter
- Microsoft Corp.26.4%
- Berkshire Hathaway Inc. Del · CL B New3.5%
- Apple Inc.3.0%
- Amazon Com Inc.2.8%
- Nwpx Infrastructure Inc.2.3%
- Costco Wholesale Corporation2.0%
- Broadcom Inc.1.9%
- Alphabet Inc. · Cap Stk CL C1.8%
- Cummins Inc.1.7%
- SPDR Series Trust · ST Str P500etf1.6%
Together, the ten largest are 47.1% of reported value.
How many clients does DDD Partners have?
DDD Partners has 517 clients and manages $2.39 billion for them, as of July 2026. They include 332 individual clients, 171 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026
What services does DDD Partners offer?
DDD Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does DDD Partners charge?
DDD Partners charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: TSCHETTER GROUP ADV 2A JULY 2026, filed 10 July 2026
Which custodians does DDD Partners use?
DDD Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.38B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026
How many financial advisors does DDD Partners have?
DDD Partners has 15 investment adviser representatives registered with state securities authorities, out of 24 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DDD Partners invest in?
At the end of its last fiscal year, DDD Partners’ separately managed accounts held 61% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 13% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 3% state and local bonds, 3% cash and equivalents and 1% non-exchange-traded equities. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DDD Partners?
DDD Partners is owned through holding companies by Dustin Brumbaugh and Richard Tschetter. Its direct owners are Soaring Eagle Ventures, Inc (25% to 50%), Dwtschetter Investments Inc (25% to 50%), Brumbaugh Investments Inc (25% to 50%) and David Tschetter (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 July 2026
How does DDD Partners get paid?
DDD Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is DDD Partners registered with the SEC?
Yes, DDD Partners has been registered with the SEC as an investment adviser since 1 May 2019. Its CRD number is 301548 and its SEC file number is 801-115160.
Source: Form ADV Part 1A, Item 1, filed 10 July 2026; IAPD firm record
How do I contact DDD Partners?
DDD Partners’ main office is at 2155 112th Ave Ne, Bellevue, WA 98004. Its phone number is 425-998-9960. Its website is tschettergroup.com.