FORESEE WEALTH ADVISORS

Legal name: FC WEALTH, INC.

CRD 333296File 801-131758

APPROVED

Retail clients

Filing as of Feb 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$146.0M

Bottom 25% of cohort (national)

Discretionary AUM

$146.0M

Clients

160

393 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jan 6, 2025
Principal office: 10900 NE 4TH ST, SUITE 2300, BELLEVUE, WA, 98004
Phone: 425-943-6875
Website: https://foreseewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $146.0M
Discretionary AUM: $146.0M
Non-discretionary AUM: $0
Discretionary accounts: 393
Non-discretionary accounts: 0
Total accounts: 393
AUM per client: $913K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$500K
Charitable organizations	Fewer than 5	$5.0M
High net worth individuals	55	$104.5M
Individuals (other than high net worth individuals)	103	$36.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.