Foresight Wealth Management LLC

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Foresight Wealth Management LLC ✚
CRD #	153881
SEC #	801-90167
CIK #	0001729735
AUM
Employees	21 (100% Investors, 14% Brokers)
Phone	801-462-2200
Address	11550 South 700 East Draper, UT 84020
Source	[IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($B)
	Apple Inc	0.0
	FS KKR Capital Corp	0.0
	Gladstone Land Corp	0.0
	CION Investment Corp	0.0
	Social Capital Hedosophia Holdings Corp V	0.0

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
HF	Regents Partners Income Fund III LP	[2021-12-13]		5.0 M
	Filed 2021-11-15 (D) · Exemption 506(c) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value
PE	Utah Lake Development Fund LP	[2021-12-13]	2.2 M	8.2 M
	Offered $10,000,000 · Filed 2021-08-04 (D) · Exemption 506(b) · Minimum $500,000 · Remaining $7,750,000 · Duration One year or less · Revenue Decline to Disclose
HF	Regents Partners Conservative Equity Fund LP	[2021-06-07]
	Filed 2021-05-24 (D) · Exemption 506(c) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value
HF	Regents Partners Equity Alpha Fund LP	[2021-06-07]	17.9 M	6.0 M
	Filed 2026-02-18 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000
HF	Regents Partners Index Plus Fund LP	[2021-06-07]
	Filed 2021-05-21 (D) · Exemption 506(c) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value
HF	Regents Partners Low Volatility Fund LP	[2021-06-07]
	Filed 2021-05-21 (D) · Exemption 506(c) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value
HF	Regents Partners Tactical Equity Fund LP	[2021-06-07]	40.0 M
	Filed 2026-02-18 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000
HF	Regents Partners Equity Fund II LP	[2021-02-23]	47.0 M	34.9 M
	Filed 2026-02-18 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000
HF	Regents Partners Income Fund II LP	[2021-02-23]	19.2 M	34.4 M
	Filed 2023-08-18 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value
HF	Regents Partners Income Fund LP	[2020-12-11]		17.2 M
	Offered $900,000,000 · Filed 2020-11-25 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $900,000,000 · Duration One year or less · Net Assets No Aggregate Net Asset Value
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	996	250.1
(b) Individuals (high net worth individuals)	316	537.2
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	10	265.7
(g) Pension and profit sharing plans	105	272.8
(h) Charitable organizations	3	7.6
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	9	14.5
(n) Other	0	0.0
Total	3,243	1,347.9
By Discretionary
Discretionary	3,045	1,311.2
Non-Discretionary	198	36.7
Total	3,243	1,347.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,347.9
Total	3,243	1,347.9

Form D Directors	Role	# Filings	# Firms
Roger Tullis	Director, Executive Officer	17	4
Sean Clark	Director	10	2
Kellen Jones	Director	5	2
Adam Nugent	Director, Executive Officer	3	2
David Wrigley	Director	2	2
Eric Stats	Executive Officer	1	1
Matt Pendleton	Director	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001729735]

Firm Profile (Form ADV)
Discretionary AUM	$0.0B
Clients	25
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Private Equity

Foresight Wealth Management LLC

Assets, Funds, Holdings