DBA: FORESEE WEALTH ADVISORS
| Total AUM | $146.0M |
| Discretionary | $146.0M100% of AUM |
| Client Accounts | 393 |
| Avg Account Size | $372K |
| Employees | 2 |
| Peak AUM | $146.0MJan 2026 |
Total AUM
$146M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $146M | — | — | — | |
| Discretionary AUM | $146M | — | |||
| Total AUM | $146.0M |
| Discretionary | $146.0M |
| Employees | 2 |
| Client Accounts | 393 |
| Client Range | 0 |
Address
10900 NE 4TH ST
BELLEVUE WA 98004
Phone
425-943-6875
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$146M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
| — |
| Total Accounts | 393 | — | — | — |
| Avg Account Size | $371,501.272 | — | — | — | — |
| Employees | 2 | 0.0% | — | — |
| AUM / Employee | $73M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $141M | — | — | — | — |
| Institutional AUM | $6M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 103 | — | — | — | — |
| Institutional | 2 | — | — | — | — |
| Individuals | 55 | — | — | — | — |