$121.2M Total AUM
$95.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2017
- Office Locations
- 1
Office Locations
8401 Crawford Avenue Suite 104 Skokie IL
About Foresight Wealth Advisors
Foresight Wealth Advisors is a fee-only wealth advisory boutique focused on best-interest guidance, financial planning, and asset management for clients including entrepreneurs and business owners. The firm centers decisions on client goals, values, and legacy, and builds diversified portfolios using mutual funds, ETFs, and municipal bonds, supported by eMoney planning tools with custody at Charles Schwab.
Team overview
41 AVG AGE
$121.2M AVG AUM / ADVISOR
$17.3M AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Alpha Zenith zenith Atlas optima Delta Zenith Ember oak Zenith Legacy matrix
Client Personas
Signal summit Capital quantum
Custodian
Pathway wave Beacon vector Prime timber Catalyst Quantum eagle Pathway
Investment Themes
Oak element Oak vertex Value vector Vector fusion
Investment Vehicles
Peak Pathway
Platform
Timber
Services
Zenith signal Frontier Bridge momentum Unison Insight quantum Pioneer Legacy capital Pathway matrix
Owner & Executives
GALIA SCHUSTER FELEMOVICIUS
Chief Compliance Officer, MANAGING PRINCIPAL, Wealth Advisor
- CRD
- #5375142
- Ownership
- 75% or more
(972) 340-9192
timber.element@embercapital.com
in linkedin.com/in/capital-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,348,000 | $1,906,960 |
| Non-Discretionary | $25,900,000 | $893,103 |
| Total | $121,248,000 | $1,534,785 |
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Separately Managed Accounts
Total SMA Asset: $121,248,000
Public Funds:
37.7% Equity - Exchange:
36.4% Municipal Bonds:
16.0% Cash:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,623,138,038 | 37.7% |
| Equity - Exchange | $2,532,685,002 | 36.4% |
| Municipal Bonds | $1,113,268,133 | 16.0% |
| Cash | $688,834,658 | 9.9% |
| Total | $6,957,925,831 | 100.0% |