Overview
Assets Under Management: $146 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
FORESEE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333296), FORESEE WEALTH ADVISORS is subject to fiduciary duty under federal law.
FORESEE WEALTH ADVISORS is headquartered in BELLEVUE, WA.
FORESEE WEALTH ADVISORS serves 55 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, FORESEE WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FORESEE WEALTH ADVISORS manages $146 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, FORESEE WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 393
Discretionary Accounts: 393
Regulatory Filings
CRD Number: 333296
Filing ID: 2043638
Last Filing Date: 2026-02-25 13:34:48