$146.0M Total AUM
$146.0M Disc. AUM
-- 3Y CAGR
2 Employees
160 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-2025
- Office Locations
- 1
Office Locations
10900 NE 4TH ST Suite 2300 Bellevue WA
About Foresee Wealth Advisors
Foresee Wealth Advisors is a Bellevue, WA registered investment advisor providing holistic wealth management for high net-worth individuals, retirees, and small businesses. The firm combines personalized financial planning with asset management across retirement, estate, insurance, tax management, and corporate services, and commonly implements portfolios using ETFs and mutual funds. Custody is supported through Charles Schwab & Company.
Team overview
-- AVG AGE
$73.0M AVG AUM / ADVISOR
$912.5K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Oak North zenith
Client Personas
Harbor Meridian
Custodian
North ridge Insight meridian Foundation Glacier delta Wave
Investment Themes
North wave Eagle Value
Investment Vehicles
Beacon ember
Platform
Foundation vital
Services
Ridge timber Vertex Focus Delta frontier Frontier Delta alpha Legacy Eagle delta Foundation Atlas unison Frontier eagle
Owner & Executives
C
CHRISTOPHER JOHN NIEMELA
Chief Compliance Officer, Managing Member, President
- CRD
- #4553045
- Ownership
- 75% or more
(788) 883-3230
crest.crest@capitalcapital.com
in linkedin.com/in/foundation-oak
Showing 1 of 1 owners & executives
Unlock allContacts
M
Michael R Brown
--
- CRD
- #2450603
(604) 724-3213
vertex.signal@fusioncapital.com
in linkedin.com/in/glacier-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,000,000 | $371,501 |
| Non-Discretionary | $0 | -- |
| Total | $146,000,000 | $371,501 |
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Separately Managed Accounts
Total SMA Asset: $146,000,000
Public Funds:
28.2% Equity - Exchange:
71.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,283,421,935 | 28.2% |
| Equity - Exchange | $3,267,719,680 | 71.8% |
| Total | $4,551,141,615 | 100.0% |