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FORESEE WEALTH ADVISORS
FC WEALTH, INC.
CRD 333296 · SEC 801-131758
10900 NE 4TH ST, SUITE 2300, BELLEVUE, WA, 98004, United States
Phone
425-943-6875
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.0M
Discretionary AUM
$146.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $36.0M |
| High net worth individuals | 55 | $104.5M |
| Charitable organizations | 1 | $5.0M |
| Corporations/business entities | 1 | $500K |
States served
AZ, MN, WA
All web addresses on file
Official SEC filing: View on IAPD