HTTP://WWW.FORESIGHTMGT.COM DRAPER, UT Investment Advisor How do I update this listing?

Foresight Wealth Management is based out of Draper. Foresight Wealth Management is a large advisory firm with 656 clients and discretionary assets under management (AUM) of $250,223,326 (Form ADV from 2018-10-11). Their last reported 13F filing for Q4 2018 included $94,169,000 in managed 13F securities and a top 10 holdings concentration of 43.77%. Foresight Wealth Management's largest holding is SPDR S&P 500 Growth ETF with shares held of 260,130. Whalewisdom has at least 1 13F filings

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Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

11550 SOUTH 700 EAST SUITE 100
DRAPER UT    84020
Country: United States

Business Phone: 801-462-2200
Fax: 801-907-7887
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: UT
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 112,156,000
Total Number of Clients: 656
Amount of client funds and securities by related persons: 2,100,000
Total Number of clients from related persons: 11
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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