BELLEVUE, WACRD 333296Latest ADV February 25, 2026
Foresee Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated February 25, 2026, reports $146M in regulatory assets under management, 2 employees, and 393 accounts.
Assets Under Management
$146M
Employees
2
Offices
--
Total Clients
160
Primary office
BELLEVUE, WA
10900 NE 4TH ST, SUITE 2300, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.4% of total clients.
Top client categories% of clientsClients
1
Individuals
64.4%
103
2
HNWI
34.4%
55
3
Charitable
0.6%
1
4
Corporations
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of February 25, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts393
10Y AUM Change+$146M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee80:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.