AUMdb

4 Sight Wealth Advisors Llc

SEC-registered Multi-Family Office · Small ($100M–$1B) CRD 286127 · SEC file 801-136581 · Skokie, IL · WWW.FORESIGHTWEALTHADVISORS.COM
☆ Save with Pro ADV data as of May 26, 2026
Regulatory AUM
$121M
Discretionary
$95.3M
Clients
7
Avg AUM / client
$17.3M
Accounts
79
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $308K 0.25%
High net worth individuals 7 $121M 99.7%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Galia Schuster Felemovicius Registered representative CFP Apr 2017 (9y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/26/2026 1.15 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.

View current Form ADV (SEC/IAPD) ↗