FORESIGHT WEALTH MANAGEMENT, LLC

DRAPER, UT

801-462-2200

SEC #801-90167

Total AUM

$1.3B

Employees

Clients

1,439

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

11550 SOUTH 700 EAST
SUITE 100
DRAPER
UT 84020
United States

Operating Hours

8:00 AM - 5:00 PM
Monday - Friday

Phone

801-462-2200

Other Offices

Financials

Total AUM

$1.3B

Accounts

3,243

Discretionary

$1.3B

Accounts

3,045

Non-Discretionary

$36.7M

Accounts

198

Clients

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Individual Clients

996

AUM

$250.1M

HNW Individual Clients

316

AUM

$537.2M

Pooled Vehicle Clients

AUM

$265.7M

Pension/Profit Sharing Plan Clients

105

AUM

$272.8M

Charitable Organization Clients

AUM

$7.6M

Corporation or Business Clients

AUM

$14.5M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Compliance

Disclosures

None reported

State Registrations

AZCACOFLHIIDILMIMNNENJNVNYOHORTXUTWA

Affiliates

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Affiliates

Reported 6 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.