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FORESEE WEALTH ADVISORS

BELLEVUE, WA · CRD 333296 · IAPD ↗ · foreseewealth.com · 425-943-6875

$146.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2025 — FORESEE WEALTH ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — FORESEE WEALTH ADVISORS (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.