Foresight Wealth Management LLC

Search
⚲

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 ($M)	AUM ($M)
HF	Regents Partners Income Fund III LP	[2021-12-13]	0.0	5.0
PE	Utah Lake Development Fund LP	[2021-12-13]	2.2	8.2
HF	Regents Partners Conservative Equity Fund LP	[2021-06-07]	0.0	0.0
HF	Regents Partners Equity Alpha Fund LP	[2021-06-07]	17.9	6.0
HF	Regents Partners Index Plus Fund LP	[2021-06-07]	0.0	0.0
HF	Regents Partners Low Volatility Fund LP	[2021-06-07]	0.0	0.0
HF	Regents Partners Tactical Equity Fund LP	[2021-06-07]	40.0	0.0
HF	Regents Partners Equity Fund II LP	[2021-02-23]	47.0	34.9
HF	Regents Partners Income Fund II LP	[2021-02-23]	19.2	34.4
HF	Regents Partners Income Fund LP	[2020-12-11]	0.0	17.2
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	# Filings	# Firms	2011 - 2025
Roger Tullis	16
Sean Clark	10
R Tullis	8
Kellen Jones	5
Adam Nugent	3
David Wrigley	2
Matt Pendleton	1
Eric Stats	1

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001729735]

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

Foresight Wealth Management LLC

Assets, Funds, Holdings